Bruce Matthew Chugg

Employer firm

Chugg Wealth Strategies, LLC CRD 284215

$28.4M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 07/2016 → Present
  Chugg Wealth Strategies, Llc
  Provo, UT
• 10/2013 → 03/2018
  Chugg Wealth Strategies, Llc
  Mission Viejo, CA
• 03/2017 → 09/2017
  Tessera Capital Partners, Llc
  Penfield, NY
• 03/2018 → 12/2020
  Bruce Chugg, Sole Proprietor
  Provo, UT

Previous Registrations

• 2015-01-28 → 2016-07-07
  Daniel Wealth Advisors
  Irvine, CA
  Corona Del Mar, CA
• 2013-10-17 → 2014-12-31
  Daniel Wealth Advisors
  Irvine, CA
  Corona Del Mar, CA
• 2008-03-17 → 2013-10-14
  Principal Securities, Inc.
  Irvine, CA
  Irvine, CA
  Des Moines, IA

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-06-08
• S63 Uniform Securities Agent State Law Examination
  1996-04-15