Aaron Daniel Pugh
Investment adviser representative at Driven Investments LLC
12 yearsExperience
1 stateRegistered in
$239.2MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Driven Investments LLCAug 2020 to now
- Contract MillJun 2016 to now
- Brooklight Place Securities, Inc.Jan 2017 to Sep 2020
- Sji FinancialApr 2016 to Aug 2020
- Gwn Securities IncMar 2016 to Dec 2016
- Interactive Financial AdvisorsJun 2014 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (UT).
Driven Investments LLC
$239.2MAssets managed
1,192Clients
9Advisers
4 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
- 6124844
- Firm CRD
- 310095