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Christopher Stephen Hughes

Burton Enright Welch

Walnut Creek, CA

CRD 5095941

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Employer firm

Burton Enright Welch CRD 118376

$1.55B regulatory AUM 3 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Burton Enright Welch

1850 Mt. Diablo Boulevard Suite 335, Walnut Creek, CA 94596 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-11-20
  • CA RA
    APPROVED
    Since 2020-11-20

Branch Locations

1850 Mt. Diablo Boulevard Suite 335, Walnut Creek, CA 94596 • 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
Del Monte Group, Llc Alamo CA 10/2008 10/2020
Burton Enright Welch Walnut Creek CA 11/2020 Present
  • 10/2008 → 10/2020
    Del Monte Group, Llc
    Alamo, CA
  • 11/2020 → Present
    Walnut Creek, CA
Previous Registrations
  • 2011-02-04 → 2020-12-04
    Del Monte Group, Llc
    Alamo, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-02-03
S63 Uniform Securities Agent State Law Examination 2006-06-15
  • S65 Uniform Investment Adviser Law Examination
    2011-02-03
  • S63 Uniform Securities Agent State Law Examination
    2006-06-15
Designations
  • Certified Financial Planner

View on SEC IAPD

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