Zachary T. Purvis

HALLEY HILL WEALTH MANAGEMENT LLC

Perry, GA 31069

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CRD#: 7258495

Professional summary

Zachary Thomas Purvis, who also goes by Zachary T. Purvis, Zack Purvis, is a registered financial advisor currently at HALLEY HILL WEALTH MANAGEMENT LLC located in Perry, Georgia.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Zachary has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Zachary T. Purvis | Zack Purvis

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.

2021-PRESENT: Insurance Agent / Insurance Related / Perry, GA / Independent Insurance Agent / Provide insurance products and services via unaffiliated issuers as an independent agent / Involves up to 5% of time per month, including during traditional business hours. 7/12/2021-PRESENT: Part Owner / Route 2 Holdings LLC / Owns and manages residential rental property / Involves up to 10 hours of time per month, including during traditional business hours. 12/18/2024-PRESENT: Expert witness for legal cases / Involves an average of 10 hours of time per week during an active engagement, including during traditional business hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Thomas Purvis'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

June 19, 2020 - Present

HALLEY HILL WEALTH MANAGEMENT LLC

Office #1: 915b Main Street, Perry, GA 31069

RIA

CRD#: 309507

Perry, GA

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

Georgia
(6/19/2020)

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: 3/30/2018

Uniform Investment Adviser Law Examination

Current Firm

HALLEY HILL WEALTH MANAGEMENT LLC

CRD#: 309507 / SEC#:

Georgia

Registered Investment Advisory firm - (6/19/2020 Approved)

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Contact information

Main Address

915b Main Street, Perry, GA 31069

Mailing Address

Phone number

(478) 235-2674

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	35
AUM (Assets Under Management)	$ 16,399,676

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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Zachary T. Purvis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Thomas Purvis's CRS (Customer Relationship Summary).

Certified licenses

Experience

HALLEY HILL WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/30/2018

Current Firm

HALLEY HILL WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HALLEY HILL WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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