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Daniel Patrick Mc hugh

Ballast Financial Advisors, LLC

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About Daniel Patrick Mc hugh

Daniel McHugh is a financial advisor with Ballast Financial Advisors, LLC, a firm with offices in West Chester, PA. Daniel has over 25 years of experience in the financial services industry. Daniel provides financial planning and portfolio management services to individual and institutional clients. Daniel is a Certified Financial Planner and holds a Series 6, 7, 63, and 66 licenses. Daniel previously worked at Ameriprise Financial Services, Inc., IDS Life Insurance Company, and Equity Services, Inc.

Firm Information

Daniel Mc hugh is currently registered with Ballast Financial Advisors, LLC. Ballast Financial Advisors, LLC is a registered investment advisor headquartered in West Chester, PA. They provide financial planning, pension consulting, and portfolio management services to individuals and families, as well as pension and profit-sharing plans. Ballast Financial Advisors has a team of 6 investment advisor representatives and 3 licensed agents, and manages approximately $247 million in assets for 1,343 clients. They offer a wrap fee program and participate in several other advisory services, including selection of other advisors. Their client base includes high net worth individuals, individuals other than high net worth, and pension and profit-sharing plans.
Ballast Financial Advisors, LLC

535 N. CHURCH ST.

WEST CHESTER, PA 19380

$247.37M

Assets Under Management

5

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Mc hugh’s Registration & Firm History

PA

08/13/2019 - Present

Ballast Financial Advisors, LLC (WEST CHESTER PA)

PA

08/13/2019 - 02/04/2021

PURSHE KAPLAN STERLING INVESTMENTS (West Chester PA)

PA

01/07/1997 - 08/20/2019

AMERIPRISE FINANCIAL SERVICES, INC. (West Chester PA)

MN

01/07/1997 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

VT

12/15/1995 - 12/31/1996

EQUITY SERVICES, INC. (MONTPELIER VT)

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Licenses & Designations

BOTH

Issued 11/13/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/13/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/14/1997

Series 7 - General Securities Representative Examination

BC

Issued 12/14/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Patrick Mc hugh.
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