Scott C. Cannady

HAYDEN HARPER WEALTH ADVISORY

Charlotte, NC 28203

Some features on this profile are disabled

CRD#: 5037563

Professional summary

Scott Carmen Cannady, CFP® is a registered financial advisor currently at HAYDEN HARPER WEALTH ADVISORY, LLC located in Charlotte, North Carolina.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Scott has worked at 2 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view Scott Carmen Cannady'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®

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

May 20, 2014 - Present

HAYDEN HARPER WEALTH ADVISORY, LLC

Office #1: 828 East Boulevard, Charlotte, NC 28203

RIA

CRD#: 152091

Charlotte, NC

Past

November 10, 2005 - May 20, 2014

FIRST CITIZENS INVESTOR SERVICES, INC.

RIA

CRD#: 44430

CHARLOTTE, NC

Past

October 5, 2005 - May 20, 2014

FIRST CITIZENS INVESTOR SERVICES, INC.

CRD#: 44430

CHARLOTTE, NC

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".

HAYDEN HARPER WEALTH ADVISORY, LLC

HAYDEN HARPER ADVISORY, LLC | STILLPOINT MANAGEMENT, LLC | HAYDEN HARPER WEALTH ADVISORY, LLC

CRD#: 152091 / SEC#: 801-71103

RIA

Registered Investment Advisory firm - (2/22/2010 Approved)

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

North Carolina
(5/20/2014)

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 66

Date: 11/8/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 10/4/2005

General Securities Representative Examination

Current Firm

HAYDEN HARPER WEALTH ADVISORY, LLC

HAYDEN HARPER ADVISORY, LLC | STILLPOINT MANAGEMENT, LLC | HAYDEN HARPER WEALTH ADVISORY, LLC

CRD#: 152091 / SEC#: 801-71103

RIA

Registered Investment Advisory firm - (2/22/2010 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

828 East Boulevard, Charlotte, NC 28203

Mailing Address

Phone number

(704) 343-2447

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	226
AUM (Assets Under Management)	$ 168,760,651

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/28/2025	Cover Page	Report
11/14/2024	Cover Page	Report
09/25/2023	Cover Page	Report
01/24/2023	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.

Similar Advisors

David Thompson

SPARTA WEALTH PARTNERS

IAR

CHARLOTTE, NC

Jon Hoyle

INNOVATION PARTNERS LLC

Charlotte, NC

Andrew Digirolamo

PFS INVESTMENTS INC.

Charlotte, NC

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Scott C. Cannady

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Carmen Cannady's CRS (Customer Relationship Summary).

Certified licenses

Experience

HAYDEN HARPER WEALTH ADVISORY, LLC

FIRST CITIZENS INVESTOR SERVICES, INC.

FIRST CITIZENS INVESTOR SERVICES, INC.

Primary Firm SEC Registration

HAYDEN HARPER WEALTH ADVISORY, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/8/2005

Series 7

Date: 10/4/2005

Current Firm

HAYDEN HARPER WEALTH ADVISORY, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

HAYDEN HARPER WEALTH ADVISORY, LLC

TRUST BUT VERIFY

Similar Advisors