Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hugh? Claim Your ProfileHugh Daniel Chace is a financial advisor with Wasatch Advisors LP based in Salt Lake City, Utah. Hugh Chace has been a financial advisor since 1997 and has a Series 7 and Series 63 license. Hugh Chace has previously worked at J.P. Morgan Securities Inc., SG Cowen Securities Corporation, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Hugh Chace is also a CFA charterholder.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Provide model portfolio data to clients
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
UT
07/21/2004 - Present
Wasatch Advisors LP (SALT LAKE CITY UT)
NY
03/27/2000 - 07/18/2000
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
08/12/1998 - 03/30/2000
SG COWEN SECURITIES CORPORATION (NEW YORK NY)
NY
11/03/1997 - 06/26/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 11/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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