Mary
Hughes

1 North Wealth Services, LLC

CRD#5639055
Investment Advisor
in Annapolis, MD

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Mary Hughes is a financial advisor working out of Annapolis, Maryland with 14 years of industry experience. Hughes is on the advisory team at 1 North Wealth Services, LLC. They have been employed by 1 North Wealth Services, Llc for their total career. Hughes holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to serve investors in Maryland. 1 North Wealth Services, LLC is a business based in Annapolis, MD. It handles $243 million in assets across its 685 customer accounts, making it one of the mid-sized firms in the United States by assets under management. The firm serves one charitable organizations. Of its 685 client accounts, 35% are associated with high-net-worth clients who have more than $1 million in investable assets. 1 North Wealth Services, LLC offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fees billed by 1 North Wealth Services, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1997 Annapolis Exchange Parkway Suite 250
Annapolis, MD 21401

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

1 North Wealth Services, LLC Brokerage Details

Total Assets Under Management

$243,118,884

MD Average: $6,889,882,315
Total Number of Employees

5

MD Average: 45
Total Number of Accounts

685

MD Average: 765
Average Account Size

$354,918

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Mary Hughes Work History

Mary has been registered as a financial advisor for 14 years.*

2005 - Present (19 years)

Middleton Gardiner Group, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Mary Hughes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at 1 North Wealth Services, LLC

Marguerite Cook
Annapolis, MD
John Milchling
Annapolis, MD
Kathryn Putek
Annapolis, MD
Michael Shelby
Annapolis, MD
Mary Hughes
Annapolis, MD
James Brennan
Annapolis, MD

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started