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Natalie H. Schmook
HAYES WEALTH ADVISORS
Sandy Springs, GA
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CRD#: 5185232
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Professional summary
Natalie Hayes Schmook, CFP®, who also goes by Natalie Page Hayes, Natalie Hayes, is a registered financial advisor currently at HAYES WEALTH ADVISORS, LLC located in Sandy Springs, Georgia.
Natalie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Natalie has worked at 2 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Do you have an area of expertise or specialization?
Business Owners
Cash Flow/Budgets/Credit Issue...
Charitable Giving
College/Education Planning
Entrepreneurs
Estate & Generational Planning...
Are you a "fiduciary"?
Yes
Aliases
Natalie Page Hayes | Natalie Hayes
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.
Marcus Jewish Community Center- Cycle Instructor- non investment related- W2 Employee- 1 during business hour per week.
Dunwoody Baptist Fitness Center- Group Fitness and Cycle Instructor- non-investment related- 1099 employee- 2 non-business hours per week.
CRS (Client Relationship Summary) - RIA
Click below to view Natalie Hayes Schmook's 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®
Experience
Current
March 15, 2019 - Present
HAYES WEALTH ADVISORS, LLC
RIA
CRD#: 299807
Sandy Springs, GA
Past
October 16, 2006 - January 3, 2014
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
ATLANTA, GA
Past
October 5, 2006 - January 3, 2014
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
ATLANTA, GA
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".
HAYES WEALTH ADVISORS, LLC
HAYES WEALTH ADVISORS, LLC
CRD#: 299807 / SEC#: 801-132559
RIA
Registered Investment Advisory firm - (4/25/2025 Approved)California
Registered Investment Advisory firm - (11/15/2022 Approved)Colorado
Registered Investment Advisory firm - (9/25/2023 Approved)Georgia
Registered Investment Advisory firm - (3/15/2019 Approved)Illinois
Registered Investment Advisory firm - (9/12/2025 Terminated)Louisiana
Registered Investment Advisory firm - (11/9/2020 Approved)Michigan
Registered Investment Advisory firm - (3/8/2023 Approved)North Carolina
Registered Investment Advisory firm - (11/18/2020 Approved)Pennsylvania
Registered Investment Advisory firm - (6/24/2022 Approved)Texas
Registered Investment Advisory firm - (4/13/2022 Approved)Virginia
Registered Investment Advisory firm - (12/19/2022 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
California(11/15/2022)
IAR
Colorado(9/25/2023)
IAR
Georgia(3/15/2019)
IAR
Illinois(4/29/2021)
IAR
Louisiana(11/9/2020)
IAR
Michigan(3/8/2023)
IAR
North Carolina(2/28/2023)
IAR
Pennsylvania(6/24/2022)
IAR
Texas(10/22/2019)
IAR
Virginia(12/19/2022)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
HAYES WEALTH ADVISORS, LLC
HAYES WEALTH ADVISORS, LLC
CRD#: 299807 / SEC#: 801-132559
RIA
Registered Investment Advisory firm - (4/25/2025 Approved)California
Registered Investment Advisory firm - (11/15/2022 Approved)Colorado
Registered Investment Advisory firm - (9/25/2023 Approved)Georgia
Registered Investment Advisory firm - (3/15/2019 Approved)Illinois
Registered Investment Advisory firm - (9/12/2025 Terminated)Louisiana
Registered Investment Advisory firm - (11/9/2020 Approved)Michigan
Registered Investment Advisory firm - (3/8/2023 Approved)North Carolina
Registered Investment Advisory firm - (11/18/2020 Approved)Pennsylvania
Registered Investment Advisory firm - (6/24/2022 Approved)Texas
Registered Investment Advisory firm - (4/13/2022 Approved)Virginia
Registered Investment Advisory firm - (12/19/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Sandy Springs, GA
Mailing Address
Phone number
(404) 905-7489
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 658 |
| AUM (Assets Under Management) | $ 102,109,317 |
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.
