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William James Hufnell

ANNAPOLIS FINANCIAL SERVICES, LLC·ANNAPOLIS, Maryland
Clean record14 years registeredANNAPOLIS FINANCIAL SERVICES, LLC
582 BELLERIVE ROAD, ANNAPOLIS, MD 21409CRD# 4627519Firm CRD# 123095

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William James Hufnell · ANNAPOLIS, MD
Registration
CRD #4627519 · ANNAPOLIS FINANCIAL SERVICES, LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

MODERA WEALTH MANAGEMENT, LLC
Nov 2024 – present
BAY POINT WEALTH
Jun 2012 – Nov 2024
ANNAPOLIS, MD
02

Registrations & Exams

Registration record
First registered · June 27, 2012
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ANNAPOLIS FINANCIAL SERVICES, LLC
CRD 123095 · SEC 801-95167
AUM
$399M
Regulatory assets under management
Employees
8
688 client accounts
Services offered by ANNAPOLIS FINANCIAL SERVICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ANNAPOLIS FINANCIAL SERVICES, LLC →
Introduction

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05

Frequently Asked Questions

What services does William James Hufnell offer?
William James Hufnell specializes in Financial Planning, Investment Management. Contact their office in ANNAPOLIS, Maryland for a consultation.
What are William James Hufnell's credentials?
William James Hufnell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William James Hufnell located?
William James Hufnell is based in ANNAPOLIS, Maryland, working with ANNAPOLIS FINANCIAL SERVICES, LLC. Their office serves clients in the ANNAPOLIS metropolitan area and surrounding communities.
How does William James Hufnell charge for services?
William James Hufnell'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 ANNAPOLIS FINANCIAL SERVICES, LLC?
ANNAPOLIS FINANCIAL SERVICES, LLC has approximately 8 employees and manages $399M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ANNAPOLIS FINANCIAL SERVICES, LLC

William Joseph Hufnell
ANNAPOLIS, MD
Kimberly Anderson
ANNAPOLIS, MD

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