David Robert Pugh
Investment adviser representative at Ae Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
ChFC®Designation
$49.8BFirm 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
- Seminars and workshops
Experience
13 years in the industry.
- Ae Wealth Management, LLCAug 2023 to now
- Burzynski Group Retirement SolutionsAug 2023 to now
- Climax SolarMar 2022 to May 2022
- Pruco Securities LLCFeb 2022 to Aug 2023
- The Prudential Insurance Company of AmericaFeb 2022 to Aug 2023
- UnemployedOct 2020 to Feb 2022
- State FarmJun 2013 to Sep 2020
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MI).
Ae Wealth Management, LLC
$49.8BAssets managed
128,073Clients
464Advisers
10 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
- 7517146
- Firm CRD
- 282580