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Lillie Celine Hughes

Foundry Wealth Advisors, LLC

Baltimore, MD

CRD 7538105

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Employer firm

Foundry Wealth Advisors, LLC CRD 300794

$163M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Foundry Wealth Advisors, Llc

921 E. Fort Avenue Suite 310, Baltimore, MD 21230 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2022-06-13
TX RA APPROVED 2022-06-13
  • MD RA
    APPROVED
    Since 2022-06-13
  • TX RA
    APPROVED
    Since 2022-06-13

Branch Locations

921 E. Fort Avenue Suite 310, Baltimore, MD 21230 • 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
Foundry Wealth Advisors Baltimore MD 01/2021 Present
United Way Of Central Maryland Baltimore MD 11/2017 12/2020
Rutland Beard Floral Group Ruxton MD 05/2017 11/2017
College Of William & Mary Williamsburg VA 08/2013 05/2017
College Of William & Mary Williamsburg VA 05/2016 05/2017
  • 01/2021 → Present
    Foundry Wealth Advisors
    Baltimore, MD
  • 11/2017 → 12/2020
    United Way Of Central Maryland
    Baltimore, MD
  • 05/2017 → 11/2017
    Rutland Beard Floral Group
    Ruxton, MD
  • 08/2013 → 05/2017
    College Of William & Mary
    Williamsburg, VA
  • 05/2016 → 05/2017
    College Of William & Mary
    Williamsburg, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-13
  • S65 Uniform Investment Adviser Law Examination
    2022-06-13

View on SEC IAPD

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Nearby Offices

EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC · BALTIMORE, MD
PATIENT CAPITAL MANAGEMENT, LLC · BALTIMORE, MD
1919 INVESTMENT COUNSEL, LLC · BALTIMORE, MD

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