Daniel Patrick Mchugh
Investment adviser representative at Ballast Financial Advisors, LLC
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$342.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Ballast Financial Advisors, LLCAug 2019 to now
- Origin FinancialJun 2022 to Aug 2022
- Purshe Kaplan Sterling InvestmentsJul 2019 to Feb 2021
- Ameriprise Financial Services, Inc.Sep 2005 to Jul 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (PA).
Ballast Financial Advisors, LLC
$342.6MAssets managed
607Clients
6Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2578755
- Firm CRD
- 304430