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Mark Mchugh
38 Years of Experience
Boston, MA
1 DisclosureBroker
Mark Mchugh is a registered investment advisor at Raymond James & Associates, INC., based in Boston, MA, with 38 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
One International Place, Suite 2810, Boston, MA, 02110
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2009Denied
Other Business Activities
Mark is a 50% owner and partner in Bellarmine since 2000. He dedicates minimal time to this investment-related business.
Employment History
Current Registrations
Raymond James & Associates, INC.
September 2016 - Present · 10 yrs
Raymond James & Associates, INC.Broker
September 2016 - Present · 10 yrs
Previous Registrations
Deutsche Bank Securities INC.
October 2013 - September 2016 · 2 yrs 11 mos
Deutsche Bank Securities INC.Broker
January 2001 - September 2016 · 15 yrs 8 mos
Db Alex. Brown LLCBroker
September 1997 - January 2001 · 3 yrs 4 mos
Alex. Brown & Sons IncorporatedBroker
March 1991 - September 1997 · 6 yrs 6 mos
Bear, Stearns & CO. INC.Broker
November 1987 - March 1991 · 3 yrs 4 mos
State Registrations32 states
AZCACOCTDCDEFLILINKSKYMAMDMEMINCNHNJNMNYOHOKORPARISCTNTXVAVTWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.