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Peter Fergus Hughes

Evolve Investing LLC

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About Peter Fergus Hughes

Peter Fergus Hughes is a financial advisor registered with Evolve Investing LLC, based in SANDY, UT. Peter is a Chartered Financial Analyst with a background in investment banking and financial markets. Peter provides financial planning, portfolio management for businesses and individuals and educational seminars.

Firm Information

Peter Hughes is currently registered with Evolve Investing LLC. Evolve Investing LLC is an investment advisor with 2 investment advisor representatives. The firm manages approximately $31,321,833 in regulatory assets under management for 115 clients. The firm provides financial planning, educational seminars, portfolio management for individuals, and portfolio management for businesses.

$31.32M

Assets Under Management

32

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Peter Hughes’s Registration & Firm History

UT

07/05/2022 - Present

Evolve Investing LLC (SANDY UT)

NY

08/13/2008 - 09/26/2012

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

04/25/2005 - 11/23/2007

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

CA

01/04/2005 - 04/19/2005

THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 01/14/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/31/2005

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 01/03/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter Fergus Hughes.
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