Daniel Mchugh
Daniel Mchugh is a registered investment advisor at Washington Securities Corporation, based in Chevy Chase, MD, with 52 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Washington Securities Corporation (WSC) offers investment management through RBC programs. The maximum annual fee for all RBC Programs is 3.00% based on a percentage of assets and paid quarterly in advance. The overall fee schedule is negotiable above the RBC baseline program fee. The total fees are billed to the client, paid to RBC, and then a portion of the fee is remitted to WSC. RBC maintains a portion of the fee as compensation for its programs. RBC Consulting Solutions and RBC UP are both "wrap" programs, which means the fee is inclusive of all transaction fees. RBC Advisor is not considered a wrap program, as it imposes an annual trade allotment with “over the allotment” ticket charges.
Location
6935 Wisconsin Ave, Suite 510, Chevy Chase, MD, 20815
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Daniel serves as a FINRA arbitrator since 1984, arbitrating cases. He also works as a securities arbitration consultant and expert witness since 1990, assisting attorneys with structuring arbitrations; both activities require a variable amount of time.
Employment History
Current Registrations
Washington Securities Corporation
Washington Securities CorporationBroker
Washington Securities Corporation
Previous Registrations
Woodstock Wealth Management, INC.
Woodstock Financial Group, INC.Broker
Woodstock Financial Group, INC.
Cetera Advisors LLC
Cetera Advisors LLCBroker
Lombard Securities IncorporatedBroker
Johnston, Lemon & CO. IncorporatedBroker
Baker, Watts & CO., INC.Broker
Painewebber IncorporatedBroker
Paine, Webber, Jackson & Curtis IncorporatedBroker
Baker Watts COBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.