Charles
Hughes

C. G. Hughes Company, LLC

CRD#252477
Investment Advisor
in Bay Shore, NY

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About this Advisor

Charles Hughes is a certified financial planner who works in Bay Shore, New York with a total of 2 years of industry experience. Hughes currently works for C. G. Hughes Company, LLC. They have been an employee of C. G. Hughes Company, Llc for their entire career. Hughes holds a Series 63 license, certifying them as a securities agent, and is registered to serve investors in New York. C. G. Hughes Company, LLC is a financial advisory firm that has its headquarters in Bay Shore, NY. It controls $38 million in total assets across its 128 client accounts, making it one of the smaller firms in the nation by assets under management. Of its 128 customer accounts, 43% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. C. G. Hughes Company, LLC has a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees typically vary depending on the services provided. However, fees billed by C. G. Hughes Company, LLC most likely consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

21 Maple Ave
Bay Shore, NY 11706-8723

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C. G. Hughes Company, LLC Brokerage Details

Total Assets Under Management

$38,120,365

NY Average: $7,464,549,021
Total Number of Employees

2

NY Average: 88
Total Number of Accounts

128

NY Average: 3,892
Average Account Size

$297,815

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Charles Hughes Work History

Charles has been registered as a financial advisor for 2 years.*

1981 - Present (43 years)

C. G. Hughes Company, 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 Charles 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 C. G. Hughes Company, LLC

Charles Hughes
Bay Shore, NY

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.

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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.

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