Hayden A. Dawes

RENEW FAMILY WEALTH

JUPITER, FL 33477

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CRD#: 6793127

Professional summary

Hayden Alan Dawes is a registered financial advisor currently at RENEW FAMILY WEALTH located in Jupiter, Florida.

Hayden is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Hayden has worked at 2 firms and has passed the Series 65 exam.

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.

1) 633 Holdings LLC, investment related, Palm Beach Gardens, FL, Insurance Agency, Manager/Licensed Insurance Agent, Start Date 01/2017, approximately 40 hours/month devoted to this business with 40 hours/month during securities trading hours, effect transactions in insurance products 2) Crossroads Real Estate Co Inc, investment related, Jupiter, FL, Real Estate Broker, Real Estate Agent, Start Date 04/2020, approximately 10 hours/month devoted to this business with 0 hours/month during securities trading hours, negotiates and arranges real estate transactions

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hayden Alan Dawes'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®

None

Experience

Current

December 20, 2018 - Present

RENEW FAMILY WEALTH

Office #1: 1 S. Coastal Way Unit 104, Jupiter, FL 33477

RIA

CRD#: 298618

JUPITER, FL

Past

June 13, 2017 - September 20, 2018

ALPHA BETA GAMMA WEALTH MANAGEMENT

RIA

CRD#: 286579

PALM BEACH GARDENS, FL

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

Florida
(12/20/2018)

IAR

Louisiana
(1/15/2019)

IAR

New York
(9/10/2021)

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 65

Date: 1/23/2017

Uniform Investment Adviser Law Examination

Current Firm

RENEW FAMILY WEALTH

RENEW FAMILY WEALTH | RENEW FAMILY WEALTH LLC

CRD#: 298618 / SEC#:

Florida

Registered Investment Advisory firm - (12/20/2018 Approved)

Louisiana

Registered Investment Advisory firm - (1/14/2019 Approved)

New York

Registered Investment Advisory firm - (9/10/2021 Approved)

Texas

Registered Investment Advisory firm - (3/11/2021 Conditional Restricted)

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Contact information

Main Address

1 S. Coastal Way Unit 104, Jupiter, FL 33477

Mailing Address

Phone number

(561) 406-2146

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	162
AUM (Assets Under Management)	$ 93,872,820

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.

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Hayden A. Dawes

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hayden Alan Dawes's CRS (Customer Relationship Summary).

Certified licenses

Experience

RENEW FAMILY WEALTH

ALPHA BETA GAMMA WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 1/23/2017

Current Firm

RENEW FAMILY WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RENEW FAMILY WEALTH

TRUST BUT VERIFY

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