David Robert Pugh

Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 02/2022 → 08/2023
  Pruco Securities Llc
  Troy, MI
• 06/2013 → 09/2020
  State Farm
  Livonia, MI
• 10/2020 → 02/2022
  Unemployed
  Livonia, MI
• 02/2022 → 08/2023
  The Prudential Insurance Company Of America
  Troy, MI
• 08/2023 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 08/2023 → Present
  Burzynski Group Retirement Solutions
  Troy, MI
• 03/2022 → 05/2022
  Climax Solar
  Portage, MI

Previous Registrations

• 2022-03-17 → 2023-08-11
  Pruco Securities, Llc.
  Troy, MI

Other Businesses

1.) Burzynski Group Retirement Solutions; Yes Investment Related; 880 W Long Lake Road Suite 520 Troy MI, 48098; Insurance Sales; Wealth Advisor; START DATE: 08/2023; Approx. 100 hours a month; Approx. 100 hours during trading; Insurance Sales and Services.

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-04-18

Designations

• Chartered Financial Consultant

Other Names

• David Pugh