William F. Hiatt

RED DOOR WEALTH MANAGEMENT

MEMPHIS, TN 38120

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CRD#: 2493802

Professional summary

William Frederick Hiatt, who also goes by Fred Hiatt, is a registered financial advisor currently at RED DOOR WEALTH MANAGEMENT, LLC located in Memphis, Tennessee.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. William has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Fred Hiatt

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

William Frederick Hiatt is an investor in Hospitality Fund II. This investment is strictly a passive investment and requires no participation. This is a passive investment and there are no clients of Red Door Wealth Management invested in Hospitality Fund II and therefore does not create a conflict of interest. Mr. Hiatt does not market or recommend this security to any clients or prospective clients of the firm

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Frederick Hiatt's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 12, 2011 - Present

RED DOOR WEALTH MANAGEMENT, LLC

Office #1: 965 Ridge Lake Blvd Suite 105, Memphis, TN 38120

RIA

CRD#: 153235

MEMPHIS, TN

Past

February 7, 2005 - March 22, 2005

B. RILEY WEALTH MANAGEMENT

CRD#: 2543

MEMPHIS, TN

Past

July 9, 2003 - December 16, 2004

TRUSTMARK SECURITIES, INC.

CRD#: 29707

JACKSON, MS

Past

December 23, 1999 - July 2, 2003

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

MEMPHIS, TN

Past

October 25, 1994 - December 23, 1999

CARTY, HARDING & HEARN, INC.

CRD#: 7001

MEMPHIS, TN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RED DOOR WEALTH MANAGEMENT, LLC

CRD#: 153235 / SEC#: 801-79374

RIA

Registered Investment Advisory firm - (3/31/2014 Approved)

Louisiana

Registered Investment Advisory firm - (4/8/2014 Terminated)

Tennessee

Registered Investment Advisory firm - (5/4/2014 Terminated)

Texas

Registered Investment Advisory firm - (4/4/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(1/12/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/10/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/28/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/24/1994

General Securities Representative Examination

Current Firm

RED DOOR WEALTH MANAGEMENT, LLC

CRD#: 153235 / SEC#: 801-79374

RIA

Registered Investment Advisory firm - (3/31/2014 Approved)

Louisiana

Registered Investment Advisory firm - (4/8/2014 Terminated)

Tennessee

Registered Investment Advisory firm - (5/4/2014 Terminated)

Texas

Registered Investment Advisory firm - (4/4/2014 Terminated)

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Contact information

Main Address

965 Ridge Lake Blvd Suite 105, Memphis, TN 38120

Mailing Address

Phone number

(901) 681-0018

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (10/27/2025)

Regulatory assets under management

Total Number of Accounts	3,928
AUM (Assets Under Management)	$ 2,520,524,776

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/15/2025	Cover Page	Report
01/22/2025	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

William F. Hiatt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Frederick Hiatt's CRS (Customer Relationship Summary).

Certified licenses

Experience

B. RILEY WEALTH MANAGEMENT

TRUSTMARK SECURITIES, INC.

MORGAN KEEGAN & COMPANY, LLC

CARTY, HARDING & HEARN, INC.

Primary Firm SEC Registration

RED DOOR WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/10/2010

Series 63

Date: 10/28/1994

Series 7

Date: 10/24/1994

Current Firm

RED DOOR WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

RED DOOR WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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