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David Brian Ely

Sugar Hill Advisors, LLC

Enfield, NH

CRD 2223706

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Employer firm

Sugar Hill Advisors, LLC CRD 301342

Reported services (Item 5G)

  • Financial planning
  • Educational seminars

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

Current Employers
Sugar Hill Advisors, Llc

Enfield, NH • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2019-05-28
  • NH RA
    APPROVED
    Since 2019-05-28

Branch Locations

Enfield, NH • 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
Sugar Hill Advisors, Llc Enfield NH 03/2019 Present
Twin Pines Housing Trust White River Junction VT 03/2016 07/2017
Sugar Hill Advisors, Llc Grantham NH 08/2009 02/2019
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-03-16
S63 Uniform Securities Agent State Law Examination 1993-02-25
  • S65 Uniform Investment Adviser Law Examination
    1993-03-16
  • S63 Uniform Securities Agent State Law Examination
    1993-02-25
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant

View on SEC IAPD

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