Henry P. Hasty

IDLE HILL ADVISORS LLC

GREENVILLE, SC 29615

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CRD#: 7262752

Professional summary

Henry Pate Hasty, who also goes by Pate Hasty, is a registered financial advisor currently at IDLE HILL ADVISORS LLC located in Greenville, South Carolina.

Henry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Henry has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Pate Hasty

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.

Currently employed by Insurance Made Easy performing a management role for it and its sister companies. Collectively d/b/a "The Wealth Training Academy." This company provides Independent Insurance Agent services, Tax Planning & Consulting, Estate Planning Consulting, and Business Valuation & Consulting. Investment-related. Start Date: 09/2018. Approximately 15 hours per month, all during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Henry Pate Hasty'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

February 28, 2022 - Present

IDLE HILL ADVISORS LLC

Office #1: 201 Roper Creek Drive, Greenville, SC 29615

RIA

CRD#: 317040

GREENVILLE, SC

Past

September 26, 2020 - March 2, 2022

FINANCIAL GRAVITY ASSET MANAGEMENT, INC.

RIA

CRD#: 144008

Greenville, SC

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

South Carolina
(2/28/2022)

IAR

Texas
(7/18/2022)

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: 9/26/2020

Uniform Investment Adviser Law Examination

Current Firm

IDLE HILL ADVISORS LLC

CRD#: 317040 / SEC#:

North Carolina

Registered Investment Advisory firm - (5/9/2025 Approved)

South Carolina

Registered Investment Advisory firm - (2/28/2022 Approved)

Texas

Registered Investment Advisory firm - (7/18/2022 Conditional Restricted)

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Contact information

Main Address

201 Roper Creek Drive, Greenville, SC 29615

Mailing Address

Phone number

(864) 297-6125

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	655
AUM (Assets Under Management)	$ 82,197,471

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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Henry P. Hasty

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Henry Pate Hasty's CRS (Customer Relationship Summary).

Certified licenses

Experience

IDLE HILL ADVISORS LLC

FINANCIAL GRAVITY ASSET MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/26/2020

Current Firm

IDLE HILL ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

IDLE HILL ADVISORS LLC

TRUST BUT VERIFY

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