Advisor at TritonPoint Partners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
TritonPoint Partners, LLC
Location
Chevy Chase, MD 20815
Credentials
Series 63, Series 65
Industry experience
35 years
Harold Hughes is a financial advisor at TritonPoint Partners, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including PNC Capital Advisors, PNC Bank, North Capital Private Securities, and Arete Wealth Management. TritonPoint Partners provides investment advisory services to individuals, trusts, retirement plans, and other business entities. The firm employs a long-term asset allocation strategy incorporating public equities, fixed income, and private market alternatives, using a combination of in-house management and third-party managers.
Based on TritonPoint Partners, LLC
Based on TritonPoint Partners, LLC
Flat fees for financial planning and consulting range from $2,500 to $10,000; Retirement plan consulting flat fees range from $750 to $25,000.
Up to 1.50% annually for portfolio management services
Certain supervised persons offer insurance products under separate commission-based arrangements.
Up to $350 per hour for financial planning and consulting services.
Fee-only: Financial planning and consulting services charged hourly up to $350/hour or flat fees ranging from $2,500 to $10,000; Retirement plan consulting charged as flat fees ranging from $750 to $25,000 or up to 1.00% of plan assets.
5404 Wisconsin Ave, Ste. 330
Chevy Chase, MD 20815
Maryland
TritonPoint Partners, LLC
2024 - Present (2 years)
TritonPoint Wealth
2024 - 2024 (1 year)
PNC Capital Advisors, LLC
2020 - 2023 (3 years)
PNC Bank
2020 - 2023 (3 years)
PNC Capital Markets, LLC
2020 - 2023 (3 years)
North Capital Private Securities
2018 - 2020 (2 years)
Startup Angels
2018 - 2020 (2 years)
BlueMind LLC
2016 - 2020 (4 years)
Arete Wealth Management LLC
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Reston, VA
Oakton Financial, LLC
CFA®, Series 63
Bethesda, MD
Noordzee Capital LLC
CFP®, Series 63
Chevy Chase, MD
Green View Advisors LLC
CFP®, Series 63, Series 65
Alexandria, VA
G, G, & M Financial Goals
Series 66
Alexandria, VA
Potomac Wealth Strategies, LLC
CFP®, Series 65
Laurel, MD
McQuade, Kathleen Mary
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