Haley M. Schaffer
Professional summary
Haley Marie Schaffer, who also goes by Haley M Schaffer, Haley Schaffer, is a registered financial advisor currently at WAYPOINT WEST located in San Francisco, California.
Haley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Haley has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Haley Marie Schaffer's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 30, 2025 - Present
WAYPOINT WEST
December 14, 2015 - July 14, 2022
BLACKROCK INVESTMENTS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/30/2025)
Exams
Current Firm
WAYPOINT WEST
CRD#: 336522 / SEC#:
Contact information
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