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Managing Member · Hughes Financial Services, LLC

Berkeley B. Meredith

CRD 6968021 · Named on Form ADV at one SEC-registered adviser

At a glance

Hughes Financial Services, LLC, an SEC-registered wealth manager based in Herndon, VA with $760 million in regulatory assets, lists Berkeley B. Meredith on its Form ADV as Managing Member, a control person.

Firms and roles

AtlasMembers

Berkeley’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Berkeley’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.