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Hugh Ordway Barndollar

Purepath Wealth Management

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About Hugh Ordway Barndollar

Hugh Barndollar is an Investment Advisor Representative at Purepath Wealth Management in LAND O' LAKES, FL. Hugh has been in the securities industry since 1998. Hugh has 2 state exams and 3 product exams. Hugh is also a registered Investment Advisor Representative with Stirling and Crown Capital Securities, L.P.. Hugh's other business activities include selling insurance, renting out property, and serving as Treasurer for Hot Rocks Pizza. Hugh specializes in Portfolio Management for Individuals, Financial Planning and Selection of Other Advisors.

Firm Information

Hugh Barndollar is currently registered with Purepath Wealth Management. Purepath Wealth Management is an independent financial advisor registered with the SEC. Based in Pennsylvania, the firm manages approximately $30.5 million in assets for 328 clients. Their focus is on providing financial planning and portfolio management services to individuals and high-net-worth individuals. The firm has two investment advisor representatives and offers services such as financial planning and selection of other advisors. They have no reported regulatory actions or disclosures.

$30.53M

Assets Under Management

Not reported

Total Clients

2

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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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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other

Selection of other advisers fees

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Hugh Barndollar’s Registration & Firm History

FL

06/02/2014 - Present

Purepath Wealth Management (LAND O' LAKES FL)

FL

03/19/2013 - 12/31/2021

CROWN CAPITAL SECURITIES, L.P. (LAND O' LAKES FL)

FL

07/31/2008 - 04/10/2013

NEWPORT COAST SECURITIES, INC. (ODESSA FL)

FL

07/18/2007 - 08/29/2008

J.P. TURNER & COMPANY, L.L.C. (NEW PORT RICHEY FL)

FL

06/21/2007 - 07/24/2007

CALTON & ASSOCIATES, INC. (OCALA FL)

FL

01/01/2007 - 06/25/2007

BROOKSTREET SECURITIES CORPORATION (NEW PORT RICHEY FL)

CA

01/12/2001 - 09/18/2002

BROOKSTREET SECURITIES CORPORATION (SAN JUAN CAPISTRANO CA)

NY

10/30/1998 - 05/27/1999

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

CA

04/02/1998 - 11/10/1998

BROOKSTREET SECURITIES CORPORATION (SAN JUAN CAPISTRANO CA)

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Licenses & Designations

IA

Issued 01/25/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/28/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/01/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2006

Series 7 - General Securities Representative Examination

BC

Issued 11/06/1998

Series 31 - Futures Managed Funds Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 14 public disclosures for Hugh Ordway Barndollar. Review regulatory record here.
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