Unclaimed Profile

Donald Dix Rugg

CHARLESWORTH & RUGG INC·WOODLAND HILLS, California

Clean record29 years registeredCHARLESWORTH & RUGG INC

20750 VENTURA BLVD STE 420, WOODLAND HILLS, CA 91364CRD# 2740770Firm CRD# 104839

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Donald Dix Rugg · WOODLAND HILLS, CA

Registration

CRD #2740770 · CHARLESWORTH & RUGG INC · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CHARLESWORTH & RUGG INC

HIGHLINE WEALTH PARTNERS

Sep 2016 – Sep 2022

SHERMAN OAKS, CA

CHARLESWORTH & RUGG INC

Jul 1997 – Sep 2016

WOODLAND HILLS, CA

Registrations & Exams

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHARLESWORTH & RUGG INC

CRD 104839 · SEC 801-15482

AUM

$96M

Regulatory assets under management

Employees

123 client accounts

Services offered by CHARLESWORTH & RUGG INC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CHARLESWORTH & RUGG INC →

Introduction

Speak with Donald

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Donald is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WOODLAND HILLS?

Browse all registered financial advisors in WOODLAND HILLS, California or claim this profile if it's yours.

Browse WOODLAND HILLS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Donald Dix Rugg offer?

Donald Dix Rugg specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Donald Dix Rugg's credentials?

Donald Dix Rugg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donald Dix Rugg located?

Donald Dix Rugg is based in WOODLAND HILLS, California, last registered with CHARLESWORTH & RUGG INC.

How does Donald Dix Rugg charge for services?

Donald Dix Rugg's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHARLESWORTH & RUGG INC?

CHARLESWORTH & RUGG INC has approximately 8 employees and manages $96M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →