Unclaimed Profile

Scott Edward Mchugh

ALLEN & COMPANY OF FLORIDA, INC.·LAKELAND, Florida

SIE, Series 7, Series 9, Series 10, Series 24, Series 31, Series 6336 years registeredALLEN & COMPANY OF FLORIDA, INC.

1401 SOUTH FLORIDA AVE, LAKELAND, FL 33803CRD# 1985795Firm CRD# 25

Profile Verification

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

Identity

Scott Edward Mchugh · LAKELAND, FL

Registration

CRD #1985795 · ALLEN & COMPANY OF FLORIDA, INC. · 36 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ALLEN & COMPANY OF FLORIDA, INC.

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Nov 1989 – Jul 2004

MERRITT ISLAND, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 31

Series 63

Registration record

First registered · November 27, 1989

Years registered · 36

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

ALLEN & COMPANY OF FLORIDA, LLC

CRD 25 · SEC 801-57874

AUM

$1.4B

Regulatory assets under management

Employees

3,621 client accounts

Services offered by ALLEN & COMPANY OF FLORIDA, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ALLEN & COMPANY OF FLORIDA, LLC →

Introduction

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Frequently Asked Questions

What services does Scott Edward Mchugh offer?

Scott Edward Mchugh specializes in Financial Planning, Investment Management, Wealth Management.

What are Scott Edward Mchugh's credentials?

Scott Edward Mchugh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Scott Edward Mchugh located?

Scott Edward Mchugh is based in LAKELAND, Florida, last registered with ALLEN & COMPANY OF FLORIDA, INC..

How does Scott Edward Mchugh charge for services?

Scott Edward Mchugh's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALLEN & COMPANY OF FLORIDA, INC.?

ALLEN & COMPANY OF FLORIDA, INC. has approximately 65 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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