Daniel R. Hayes
STRATEGIC ADVISERS LLC | Financial Consultant
BATTLE GROUND, WA
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CRD#: 6326734
Professional summary
Daniel Ryan Hayes, who also goes by Daniel R Hayes, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Battle Ground, Washington and FIDELITY BROKERAGE SERVICES LLC located in Vancouver, Washington.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Daniel has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As a Financial Consultant, I come alongside my clients on their financial journey to provide clarity, direction, and empower them to pursue their goals. At its core, my team seeks to help our clients achieve peace of mind while navigating the complexities of their financial situations. We utilize Fidelity's countless resources and partnerships to provide education, investment advice, and ultimately build long-lasting relationships with the people we serve.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Daniel R 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.
1) 1. Thrivent Advisor Network d/b/a M25 Advisors 2. Investment related 3. 340 Miller St. SE, Salem, OR 97302 4. RIA 5. Wealth Advisor 6. 04/2021 7. 40 hr/week 8. 40 hr/week during trading 9. Provide Investment advice to clients 2) 1. Fixed Insurance 2. Investment related 3. 340 Miller St. SE, Salem, OR 97302 4. Fixed / Traditional insurance 5. Agent 6. 4/2021 7. 4 hrs/mo 8. 4 hrs during trading 9. Sales of fixed / traditional insurance
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Ryan Hayes'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®
NoneEducation
University of Portland
Bachelor of Business Studies (BBS) - Finance and Marketing
2015
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 655 W Columbia Way Suite 404, Vancouver, WA 98660RIA
CRD#: 104555
BATTLE GROUND, WA
Current
August 31, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 655 W Columbia Way Suite 404, Vancouver, WA 98660BD
CRD#: 7784
VANCOUVER, WA
Past
September 2, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
VANCOUVER, WA
Past
April 8, 2021 - July 25, 2022
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Salem, OR
Past
March 30, 2021 - July 21, 2022
THRIVENT ADVISOR NETWORK, LLC
RIA
CRD#: 304569
salem, OR
Past
June 24, 2015 - April 13, 2021
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
LAKE OSWEGO, OR
Past
May 13, 2015 - April 13, 2021
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
LAKE OSWEGO, OR
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(4/15/2025)
RR
California(8/31/2022)
RR
Florida(5/6/2025)
RR
Georgia(3/1/2024)
RR
Idaho(4/15/2025)
RR
Illinois(3/29/2023)
RR
Nebraska(7/17/2025)
RR
Nevada(3/29/2023)
RR
Oregon(8/31/2022)
RR
South Carolina(4/10/2024)
RR
Texas(1/4/2025)
IAR
Texas(8/13/2025)
RR
Virginia(1/4/2025)
IAR
Virginia(3/31/2025)
RR
Washington(8/31/2022)
IAR
Washington(3/31/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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.
