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Michael Hughes

Advisor at Ameriprise — Huntington, NY E Carver St

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Huntington, NY 11743

Ameriprise logo

Ameriprise

Institution

Total advisors

12,720

Across 4,073 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Michael Hughes is a financial advisor at Ameriprise with the Series 66 designation and over 20 years of experience in the industry, including roles at Deloitte & Touche and BDO USA. He has been with Ameriprise since 2026. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Huntington, NY E Carver St

7 E Carver St

Huntington NY 11743

Advisors at this office

7

Most active in

New York

Work history

< 1 year of industry experience

Ameriprise

2026 - Present • 1 year

Huntington, NY

Unemployed

2023 - 2026 • 3 years

Greenlawn, NY

Bdo Usa

2022 - 2023 • 1 year

New York, NY

Deloitte & Touche

2002 - 2022 • 20 years

New York, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Kadri A

Series 65

Farmingdale, NY

Financial Gym Advisors

Kadri Augustin is a Series 65-licensed advisor with two years of industry experience, currently serving at Connective Wealth Partners, LLC. Prior to joining Connective Wealth Partners in 2025, Kadri worked at FG Advisory Services, LLC and The Financial Gym, Inc., among other roles. Kadri maintains a temporary dual registration with FG Advisory Services, LLC during the transition to Connective Wealth Partners. Connective Wealth Partners is an SEC-registered advisory firm that provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach is based on fundamental analysis with a long-term orientation, offering diversified portfolios that include ETFs, equities, bonds, mutual funds, and alternative investments.

Private / alternative investments
user avatar

Jason H

Series 66

Hauppauge, NY

Oppenheimer

Jason Huang is a financial advisor at Oppenheimer with six years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2019. Prior to that, he was employed at Northwestern Mutual Life Insurance Company and Premier Financial Alliance. Huang serves as board treasurer for Asian American Dream, Inc., a nonprofit organization. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, strategic asset allocation, and retirement consulting.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
user avatar

Paul B

Series 63, Series 65, Series 66

Melville, NY

BIGGIN, INC.

Paul Biggin is the sole advisor at BIGGIN, INC., an independent firm based in Melville, NY. He holds Series 63, Series 65, and Series 66 designations and has four years of industry experience. He has been with BIGGIN, INC. since 2012. BIGGIN, INC. provides personalized investment management primarily to individual clients, including high-net-worth individuals, using both discretionary and non-discretionary portfolio management. The firm employs fundamental, technical, and cyclical analysis and utilizes a variety of strategies, including option writing, while coordinating with clients’ outside professionals as needed.

Options & derivatives strategies
user avatar

John A

Series 63, Series 65

Saint James, NY

Advanced Portfolio Services LLC

John Agoglia is the sole advisor at Advanced Portfolio Services LLC in Saint James, NY, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has worked at E D & F Man Capital Markets Inc since 2013 and operates JDA Trading LLC, a personal investment vehicle focused on trading and analyzing investment opportunities. Advanced Portfolio Services LLC is a state-registered investment adviser offering discretionary portfolio management and consultation services to a diverse client base, including individuals, family offices, and corporations. The firm employs a global macro investment approach combining technical and qualitative analysis, with portfolios that may include index exposure, selective hedging, and options or margin strategies.

Active portfolio management Concentrated stock management
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Paul B

Series 63, Series 65

Greenwich, CT

Ravine Road Advisors

Paul Barrett is the sole advisor at Ravine Road Advisors in Greenwich, CT, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at firms including J.P. Morgan Securities, Citigroup Global Markets, and Entoro Capital. Outside of investment management, he is a principal at River Road Advisors LLC, advising companies on credit facilities, and a partner in Taurus Affiliates LLC, an online coupon and survey business. Ravine Road Advisors offers discretionary, fee-based investment management to institutional and private investment entities, including individuals and retirement accounts. The firm employs a tactical asset-allocation approach combining fundamental and technical analysis, using a variety of securities to implement strategies tailored to client objectives and risk tolerance.

Options & derivatives strategies Active portfolio management
user avatar

John K

Series 63, Series 65

Greenwich, CT

Jadwin Asset Management LLC

John Knox is a financial advisor at Jadwin Asset Management LLC in Greenwich, CT, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked at Jadwin Asset Management since 2020, following roles at tru Independence Asset Management and Bessemer Investor Services, Inc. Jadwin Asset Management is a single-advisor independent investment adviser managing approximately $49.3 million across 23 client relationships. The firm provides discretionary and non-discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, utilizing both fundamental and technical analysis primarily through direct securities and ETF allocations.

Active portfolio management
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