Patrick
Moore

Hughes Financial Services, LLC

CRD#7027228
Investment Advisor
in Herndon, VA

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About this Advisor

Patrick Moore is a financial advisor based in Herndon, Virginia, working with Hughes Financial Services, LLC. Patrick has previously held positions at Hughes Financial Services, LLC, George Mason University, Dykema Gossett, and Virginia Outside. Patrick has passed the Series 65 regulatory exam and is registered to provide services in Virginia. Currently, Patrick is part of Hughes Financial Services, LLC, which operates out of Herndon, Virginia. The firm has 10 employees and manages assets totaling $510 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Hughes Financial Services, LLC includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

2201 Cooperative Way Suite 150
Herndon, VA 20171

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Hughes Financial Services, LLC Brokerage Details

Total Assets Under Management

$510,046,187

VA Average: $1,835,309,194
Total Number of Employees

10

VA Average: 32
Total Number of Accounts

2,739

VA Average: 1,458
Average Account Size

$186,216

VA Average: $1,258,785

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Patrick Moore Work History

2018 - Present (6 years)

Hughes Financial Services, LLC

2016 - 2018 (2 years)

Hughes Financial Services, LLC

2016 - 2018 (2 years)

George Mason University

2016 - 2016 (< 1 year)

Hughes Financial Services, LLC

2015 - 2016 (1 year)

George Mason University

2015 - 2015 (< 1 year)

Dykema Gossett

2014 - 2015 (1 year)

George Mason University

2014 - 2014 (< 1 year)

Virginia Outside

Disclosures

Please visit the SEC profile of Patrick Moore 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 Hughes Financial Services, LLC

Patrick Hughes
Herndon, VA
Patrick Moore
Herndon, VA
Berkeley Meredith
Herndon, VA
Daniel Hughes
Herndon, VA
Paul Hughes
Herndon, VA
Heather Wilson
Herndon, VA
Jo Ann Weinhardt
Herndon, VA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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