Andrew Preston Barton Hughes

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-10-06
CA	RA	APPROVED	2020-12-01

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	San Francisco	CA	11/2019	Present
Fw Cook	San Francisco	CA	11/2018	12/2018
Levi Strauss & Co.	San Francisco	CA	03/2017	05/2018
Willis Towers Watson	San Francisco	CA	06/2014	03/2017
Self Employed	San Franisco	CA	12/2018	11/2019
Self Employed	San Francisco	CA	05/2018	10/2018
Bank Of America, N.A.	San Francisco	CA	01/2020	Present

11/2019 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Francisco, CA
11/2018 → 12/2018

Fw Cook

San Francisco, CA
03/2017 → 05/2018

Levi Strauss & Co.

San Francisco, CA
06/2014 → 03/2017

Willis Towers Watson

San Francisco, CA
12/2018 → 11/2019

Self Employed

San Franisco, CA
05/2018 → 10/2018

Self Employed

San Francisco, CA
01/2020 → Present

Bank Of America, N.A.

San Francisco, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-11-29

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