David Anthony Hughes

Employer firm

Dynamic CRD 151367

$5.64B regulatory AUM 56 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 03/2017
  Ronald Blue & Co
  Tempe, AZ
• 10/2023 → Present
  Dynamic Wealth Advisors Dba Swenson Hughes Wealth Management
  Phoenix, AZ
• 09/2023 → Present
  Swenson Hughes Wealth Management, Llc
  Chandler, AZ
• 04/2017 → 09/2023
  Goldman Sachs Personal Financial Management
  Scottsdale, AZ

Previous Registrations

• 2017-04-14 → 2023-10-20
  United Capital Financial Advisors
  Scottsdale, AZ
  Scottsdale, AZ
• 2007-07-31 → 2008-05-12
  Keats Connelly And Associates Inc.
  Phoenix, AZ
• 2007-11-13 → 2008-05-12
  Cross Border Tax & Accounting, Llc
  Phoenix, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-07-30

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• David A. Hughes
• David Hughes