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Terrence Patrick Mchugh

THE MCHUGH GROUP, LLC·LAKEWOOD, Ohio
Series 7Clean record25 years registeredTHE MCHUGH GROUP, LLC
14700 DETROIT AVE, SUITE 2, LAKEWOOD, OH 44107CRD# 3020226Firm CRD# 119811

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Terrence Patrick Mchugh · LAKEWOOD, OH
Registration
CRD #3020226 · THE MCHUGH GROUP, LLC · 25 years registered
Brand Profile
Not yet started
01

Career History

THE MCHUGH GROUP, LLC
Jan 2001 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Registration record
First registered · January 30, 2001
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE MCHUGH GROUP, LLC
CRD 119811 · SEC 801-120942
AUM
$280M
Regulatory assets under management
Employees
1
169 client accounts
Services offered by THE MCHUGH GROUP, 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 THE MCHUGH GROUP, LLC →
Introduction

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Frequently Asked Questions

What services does Terrence Patrick Mchugh offer?
Terrence Patrick Mchugh specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in LAKEWOOD, Ohio for a consultation.
What are Terrence Patrick Mchugh's credentials?
Terrence Patrick Mchugh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Terrence Patrick Mchugh located?
Terrence Patrick Mchugh is based in LAKEWOOD, Ohio, working with THE MCHUGH GROUP, LLC. Their office serves clients in the LAKEWOOD metropolitan area and surrounding communities.
How does Terrence Patrick Mchugh charge for services?
Terrence Patrick Mchugh'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 THE MCHUGH GROUP, LLC?
THE MCHUGH GROUP, LLC has approximately 1 employees and manages $280M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
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