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RH

Roderick R. Hays

AVAIL INVESTMENT PARTNERS
Fort Worth, TX
Some features on this profile are disabled
CRD#: 7340818
RH

Professional summary

Roderick Ryan Hays, who also goes by Ryan Hays, is a registered financial advisor currently at AVAIL INVESTMENT PARTNERS, LLC located in Fort Worth, Texas.

Roderick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Roderick has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ryan Hays

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 Roderick Ryan Hays'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

November 22, 2024 - Present

AVAIL INVESTMENT PARTNERS, LLC

RIA
CRD#: 315678
Fort Worth, TX
Past

March 23, 2021 - September 19, 2024

INTELLIGENCE DRIVEN ADVISERS, LLC

RIA
CRD#: 299589
Fort Worth, TX

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".
AI
AVAIL INVESTMENT PARTNERS, LLC
AVAIL INVESTMENT PARTNERS, LLC | CLEARVIEW WEALTH PARTNERS LLC | CLEARPOINT WEALTH PARTNERS LLC

CRD#: 315678 / SEC#: 801-122134

RIA
Registered Investment Advisory firm - (8/24/2021 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.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(11/22/2024)
IAR
Texas
(11/22/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/30/2021
Uniform Investment Adviser Law Examination

Current Firm

AI
AVAIL INVESTMENT PARTNERS, LLC
AVAIL INVESTMENT PARTNERS, LLC | CLEARVIEW WEALTH PARTNERS LLC | CLEARPOINT WEALTH PARTNERS LLC

CRD#: 315678 / SEC#: 801-122134

RIA
Registered Investment Advisory firm - (8/24/2021 Approved)
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Contact information

Main Address
801-1 Pike Street, Lemont, PA 16851
Mailing Address
Phone number
(814) 996-7206
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (8 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

AVAIL ADV PART 2A (8/7/2025)

Regulatory assets under management

Total Number of Accounts373
AUM (Assets Under Management)$ 138,563,635

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

AVAIL INVESTMENT PARTNERS, LLC

CRD#: 315678Fort Worth, TX

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