Unclaimed Profile

Douglas Maggill Everett

SUGARLOAF WEALTH MANAGEMENT, LLC·DULUTH, Georgia

SIE, Series 3, Series 7, Series 24, Series 53, Series 63, Series 65CFPClean record22 years registeredSUGARLOAF WEALTH MANAGEMENT, LLC

2055 SUGARLOAF CIRCLE, DULUTH, GA 30097CRD# 2321178Firm CRD# 129602

Profile Verification

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

Identity

Douglas Maggill Everett · DULUTH, GA

Registration

CRD #2321178 · SUGARLOAF WEALTH MANAGEMENT, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SUGARLOAF WEALTH MANAGEMENT, LLC

SUGARLOAF WEALTH MANAGEMENT, LLC

Feb 2005 – Jan 2023

DULUTH, GA

SUGARLOAF WEALTH MANAGEMENT, LLC

Feb 2004 – Dec 2004

SNELLVILLE, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 53

Series 63

Series 65

Registration record

First registered · February 25, 2004

Years registered · 22

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SUGARLOAF WEALTH MANAGEMENT, LLC

CRD 129602 · SEC 801-62810

AUM

$610M

Regulatory assets under management

Employees

1,536 client accounts

Services offered by SUGARLOAF WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SUGARLOAF WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Douglas Maggill Everett offer?

Douglas Maggill Everett specializes in Financial Planning, Investment Management.

What are Douglas Maggill Everett's credentials?

Douglas Maggill Everett holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Douglas Maggill Everett located?

Douglas Maggill Everett is based in DULUTH, Georgia, last registered with SUGARLOAF WEALTH MANAGEMENT, LLC.

How does Douglas Maggill Everett charge for services?

Douglas Maggill Everett's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SUGARLOAF WEALTH MANAGEMENT, LLC?

SUGARLOAF WEALTH MANAGEMENT, LLC has approximately 14 employees and manages $610M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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