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HS

Harold R. Soutier

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CRD#: 431120
HS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Harold Roger Soutier SR, who also goes by Harold Roger Soutier, was a registered financial professional .

Harold is a previously registered financial professional and started their career in finance in 1968. Harold had worked at 9 firms and has passed the Series 65, Series 63, SIE, PC, Series 000, Series 1, Series 4, Series 24 and Series 12 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Harold Roger Soutier

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

February 7, 2018 - January 31, 2019

HAYDEN ROYAL

RIA
CRD#: 170037
CHARLOTTE, NC
Past

November 21, 2017 - April 9, 2018

DGS CAPITAL MANAGEMENT

RIA
CRD#: 281938
Charlotte, NC
Past

June 9, 2015 - April 27, 2016

VISIONQUEST WEALTH MANAGEMENT, LLC

RIA
CRD#: 135581
CHARLOTTE, NC
Past

December 31, 2001 - April 17, 2015

LPL FINANCIAL LLC

RIA
CRD#: 6413
CHARLOTTE, NC
Past

November 15, 1995 - April 17, 2015

LPL FINANCIAL LLC

BD
CRD#: 6413
CHARLOTTE, NC
Past

July 31, 1993 - October 6, 1995

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

February 15, 1988 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

June 17, 1974 - April 15, 1978

WACHOVIA SECURITIES, INC.

BD
CRD#: 431
Past

September 20, 1968 - February 15, 1988

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

July 22, 1968 - August 8, 1974

HORNBLOWER & WEEKS - HEMPHILL, NOYES INCORPORATED

BD
CRD#: 412

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 7/10/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
PC
Date: 7/13/1978
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 000
Date: 9/20/1968
General Securities Principal Examination
General Industry/Product Exam
RR
Series 1
Date: 8/9/1965
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 12
Date: 9/18/1982
NYSE Branch Manager Examination

Current Firm


HR
HAYDEN ROYAL
3G WEALTH MANAGEMENT | WHITE OAK WEALTH MANAGEMENT | WEALTHPOINT INVESTMENT ADVISORS | TOWN SQUARE CONSULTING | TICE MCNINCH WEALTH MGMT | TAYLOR WEALTH MANAGEMENT | SUTTER WEALTH MANAGEMENT | SHORELINE PARTNERS WEALTH MANAGEMENT, LLC | RED OAK CAPITAL MANAGEMENT | PRICE WEALTH MANAGEMENT | POINT CAPITAL MANAGEMENT | PIEDMONT WEALTH ADVISORS | OLIVER WEALTH MANAGEMENT | NORTHERN VIRGINIA WEALTH MANAGEMENT | NOBLEBRIDGE WEALTH PARTNERS | LIFE TRANSITIONS PLANNING LLC | LANGLEY WEALTH MANAGEMENT | JOHN A. HAND III WEALTH ADVISORS | JHG FINANCIAL ADVISORS, LLC | HILTON HEAD CAPITAL PARTNERS | HAYDEN ROYAL, LLC | HAYDEN ROYAL | GREAT LAKES WEALTH MANAGEMENT AND ADVISORY PARTNERS, INC. | GREAT LAKES & ATLANTIC WEALTH MANAGEMENT AND ADVISORY PARTNERS | GLENWOOD FINANCIAL PARTNERS | GENERATIONS WEALTH PLANNING | GAUTHIER WEALTH MANAGEMENT | FIRST WEALTH ADVISORY, INC. | FIRST WEALTH ADVISORY | FIRST WEALTH ADVISORS | FIRST OAK WEALTH ADVISORY | EVERGLADES PARKLAND ADVISORS | EAGLEVIEW WEALTH | CHRONOS WEALTH MANAGEMENT | CHRIS BELCHAMBER INVESTMENT MANAGEMENT, LLC | CHAPMAN CAPITAL ADVISORS | CB INVESTMENT MANAGEMENT | CAROLINA PLANNING | CARDINAL WEALTH PARTNERS | CAPITAL CITY FINANCIAL PARTNERS | BRITTISON FINANCIAL GROUP | BRIDGEWAY WEALTH PARTNERS | ARIES CAPITAL MANAGEMENT | ANTHONY CAPITAL MANAGEMENT

CRD#: 170037 / SEC#: 801-101516

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Contact information


Main Address
2813 Coltsgate Rd. Suite 200, Charlotte, NC 28211
Mailing Address
Phone number
(704) 919-0439
Established
Firm type
Fiscal year end
# of Employees
21

Documents


Latest Form ADV

Part 2 Brochures

HAYDEN ROYAL NARRATIVE ADV BROCHURE (3/31/2021)

Regulatory assets under management


Total Number of Accounts3,248
AUM (Assets Under Management)$ 596,602,721

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.

Company Information


HAYDEN ROYAL

CRD#: 170037

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