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Robert William Hayes

MILLIMAN INVESTMENT MANAGEMENT SERVICES
CHICAGO, IL
·CRD# 7681874·3 years experience

Professional Summary

Robert William Hayes, who also goes by Robert Hayes, is a registered financial advisor currently at MILLIMAN INVESTMENT MANAGEMENT SERVICES LLC located in Chicago, Illinois. Robert is registered as a RR (Registered Representative) and started their career in finance in 2023. Robert has worked at 1 firm and has passed the Series 7TO and SIE exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Robert Hayes

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

3 years in the financial services industry

Current & Past Employments

MILLIMAN INVESTMENT MANAGEMENT SERVICES LLC·CRD# 292521
BD
71 S. Wacker Drive 31st Floor, Chicago, IL 60606
March 6, 2023 - Present

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Current Firm

MI
MILLIMAN INVESTMENT MANAGEMENT SERVICES LLC

MILLIMAN INVESTMENT MANAGEMENT SERVICES LLC

CRD#: 292521 / SEC#: 8-70078
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Contact Information

Main Address

71 S. Wacker Drive 31st Floor, Chicago, IL 60606

Mailing Address

71 S. Wacker Drive 31st Floor, Chicago, IL 60606

Phone Number

(312) 726-0677

Established

Delaware since 03/28/2017

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (49 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
MILLIMAN, INC.MEMBER—
CAMPBELL, ROBERTCFO/FINOP1349154
CASSIDY, CONNOR MICHAELCHIEF EXECUTIVE OFFICER6406367
SCHWALJE, GLENN SCOTTCCO2441501

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 7TO — General Securities Representative Examination

Passed Mar 2023About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Feb 2023About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Robert William Hayes's CRS (Customer Relationship Summary).

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