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Berkeley Byron Meredith

Hughes Financial Services, LLC

Herndon, VA

CRD 6968021

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Employer firm

Hughes Financial Services, LLC CRD 173195

$760M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Hughes Financial Services, Llc

2201 Cooperative Way Suite 150, Herndon, VA 20171 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-08-11
VA RA APPROVED 2018-08-17
  • TX RA
    APPROVED
    Since 2021-08-11
  • VA RA
    APPROVED
    Since 2018-08-17

Branch Locations

2201 Cooperative Way Suite 150, Herndon, VA 20171 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hughes Financial Services, Llc Herndon VA 08/2017 08/2018
Virginia Tech Blacksburg VA 08/2013 05/2017
Hughes Financial Services, Llc Herndon VA 08/2018 07/2019
Hughes Financial Services, Llc Herndon VA 05/2023 Present
Hughes Financial Services, Llc Herndon VA 07/2019 04/2023
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-08-17
  • S65 Uniform Investment Adviser Law Examination
    2018-08-17
Designations
  • Certified Financial Planner
Other Names
  • Berkeley Meredith

View on SEC IAPD

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TRUIST ADVISORY SERVICES, INC.
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BIRKS FINANCIAL CORP.

Nearby Investors

JONATHAN DANIEL MYERS
CHARLES ALEXANDER BASKERVILL
DOUGLAS FRENCH

Nearby Offices

TRUIST ADVISORY SERVICES, INC. · HERNDON, VA
TRUIST ADVISORY SERVICES, INC. · HERNDON, VA
TRUIST ADVISORY SERVICES, INC. · HERNDON, VA

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