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Alexander Brian Vetrano

Pugh Wealth Management, LLC

Knoxville, TN

CRD 7610684

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Employer firm

Pugh Wealth Management, LLC CRD 306754

$43.7M regulatory AUM

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:

Current Employers
Pugh Wealth Management, Llc

315 N. Cedar Bluff Suite 200, Knoxville, TN 37923 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2022-08-08
  • TN RA
    APPROVED
    Since 2022-08-08

Branch Locations

315 N. Cedar Bluff Suite 200, Knoxville, TN 37923 • 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
Pugh Cpas Knoxville TN 09/2020 Present
Teamhealth Lousivulle TN 06/2019 08/2019
French Quarter Realty New Orleans LA 06/2018 07/2018
Mississippi State University Mississippi State MS 08/2015 05/2020
Unemployed Knoxville TN 05/2020 09/2020
Pugh Wealth Management Knoxville TN 07/2022 Present
  • 09/2020 → Present
    Pugh Cpas
    Knoxville, TN
  • 06/2019 → 08/2019
    Teamhealth
    Lousivulle, TN
  • 06/2018 → 07/2018
    French Quarter Realty
    New Orleans, LA
  • 08/2015 → 05/2020
    Mississippi State University
    Mississippi State, MS
  • 05/2020 → 09/2020
    Unemployed
    Knoxville, TN
  • 07/2022 → Present
    Pugh Wealth Management
    Knoxville, TN
Other Businesses

Pugh CPAs, Staff Accountant - Not investment related. 315 N. Cedar Bluff Road, Knoxville, TN 37923. 04/2021 - Present. 160 Hour/Month during business hours. Preparation and filing of federal tax returns.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-29
  • S65 Uniform Investment Adviser Law Examination
    2022-07-29

View on SEC IAPD

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