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HC

Hayley F. Curtis

FREC
San Francisco, CA 94105
Some features on this profile are disabled
CRD#: 6873917
HC

Professional summary

Hayley Frances Worth Curtis, who also goes by Hayley F Curtis, is a registered financial advisor currently at FREC located in San Francisco, California and FREC SECURITIES LLC located in San Francisco, California.

Hayley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Hayley has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Hayley F Curtis

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 Hayley Frances Worth Curtis'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®
None

Experience

Current

February 10, 2026 - Present

FREC

Office #1: 171 2nd Street 3rd Floor, San Francisco, CA, 94105
RIA
CRD#: 325982
San Francisco, CA
Current

February 9, 2026 - Present

FREC SECURITIES LLC

Office #1: 171 2nd Street 3rd Floor, San Francisco, CA 94105
BD
CRD#: 316641
San Francisco, CA
Past

May 30, 2025 - January 14, 2026

MORGAN STANLEY

RIA
CRD#: 149777
San Francisco, CA
Past

May 30, 2025 - January 14, 2026

MORGAN STANLEY

BD
CRD#: 149777
San Francisco, CA
Past

May 21, 2020 - June 6, 2023

MORGAN STANLEY

RIA
CRD#: 149777
Santa Rosa, CA
Past

May 2, 2019 - June 6, 2023

MORGAN STANLEY

BD
CRD#: 149777
Santa Rosa, CA

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".
FR
FREC
FREC | FREC ADVISERS LLC

CRD#: 325982 / SEC#: 801-127783

RIA
Registered Investment Advisory firm - (4/27/2023 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
California
(2/9/2026)
IAR
California
(2/10/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/21/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/2/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/28/2019
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

FR
FREC
FREC | FREC ADVISERS LLC

CRD#: 325982 / SEC#: 801-127783

RIA
Registered Investment Advisory firm - (4/27/2023 Approved)
PREMIUM
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Contact information

Main Address
171 2nd Street 3rd Floor, San Francisco, CA, 94105
Mailing Address
Phone number
(855) 900-3732
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (22 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FREC ADVISERS LLC FORM ADV PART 2A DISCLOSURE BROCHURE (1/23/2026)

Regulatory assets under management

Total Number of Accounts820
AUM (Assets Under Management)$ 119,214,747

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.

Company Information

FREC

CRD#: 325982San Francisco, CA 94105

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