Hayley P. Haslett
LAKE ROAD ADVISORS
Ridgefield, WA
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CRD#: 7199554
Professional summary
Hayley Pamela Haslett, CFP® is a registered financial advisor currently at LAKE ROAD ADVISORS, LLC located in Ridgefield, Washington.
Hayley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Hayley has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Inheritance
Life Transitions
Small Business Planning
Employee and Employer Plan Ben...
Debt Management
Education Planning
Retirement Planning
Tax Planning
Investment Planning
Do you have an area of expertise or specialization?
Business Owners
College/Education Planning
Corporate Executives
Financial Psychology/Coaching
LGBT Couples and Families
Millennials
What is your minimum asset requirement?
500K
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.
@wileyandwrigs not investment-related private residence in Ridgefield, WA social media content creation Photographer, Brand Manager 04/23/2018 8 hours per month 0 hours during trading Produce and manage content for social media business. This includes photography, scheduling posts, and handling brand partnership negotiations and outreach to support growth.
CRS (Client Relationship Summary) - RIA
Click below to view Hayley Pamela Haslett'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®
CFP®
Start date: 2021
Experience
Current
March 30, 2022 - Present
LAKE ROAD ADVISORS, LLC
RIA
CRD#: 281657
Ridgefield, WA
Past
January 28, 2020 - March 8, 2022
BLUE WATER WEALTH
RIA
CRD#: 164432
PORTLAND, 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".
LAKE ROAD ADVISORS, LLC
LAKE ROAD ADVISORS, LLC | WEXFORD WEALTH MANAGEMENT | PAUL VINCENT SYDLANSKY D/B/A LAKE ROAD ADVISORS
CRD#: 281657 / SEC#: 801-117338
RIA
Registered Investment Advisory firm - (9/16/2019 Approved)New York
Registered Investment Advisory firm - (9/20/2019 Terminated)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
New York(3/30/2022)
IAR
Texas(3/30/2022)
IAR
Washington(10/25/2024)
Current Firm
LAKE ROAD ADVISORS, LLC
LAKE ROAD ADVISORS, LLC | WEXFORD WEALTH MANAGEMENT | PAUL VINCENT SYDLANSKY D/B/A LAKE ROAD ADVISORS
CRD#: 281657 / SEC#: 801-117338
RIA
Registered Investment Advisory firm - (9/16/2019 Approved)New York
Registered Investment Advisory firm - (9/20/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5 East Market Street Suite 229, Corning, NY 14830
Mailing Address
Phone number
(607) 438-2914
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 131 |
| AUM (Assets Under Management) | $ 78,090,626 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
