Brittni M. Haywood

HAYWOOD WEALTH MANAGEMENT

HOUSTON, TX 77058

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CRD#: 7733493

Professional summary

Brittni Michelle Haywood, who also goes by Brittni Massicott, is a registered financial advisor currently at HAYWOOD WEALTH MANAGEMENT located in Houston, Texas.

Brittni is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Brittni has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brittni Massicott

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 Brittni Michelle Haywood'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

November 1, 2023 - Present

HAYWOOD WEALTH MANAGEMENT

Office #1: 2625 Bay Area Blvd. Suite 120, Houston, TX 77058

RIA

CRD#: 326649

HOUSTON, TX

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

California
(11/1/2023)

IAR

Texas
(11/1/2023)

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: 10/31/2023

Uniform Investment Adviser Law Examination

Current Firm

HAYWOOD WEALTH MANAGEMENT

HAYWOOD WEALTH MANAGEMENT | HAYWOOD WEALTH MANAGEMENT, LLC

CRD#: 326649 / SEC#:

California

Registered Investment Advisory firm - (6/9/2023 Approved)

Texas

Registered Investment Advisory firm - (5/25/2023 Approved)

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Contact information

Main Address

2625 Bay Area Blvd. Suite 120, Houston, TX 77058

Mailing Address

Phone number

(281) 848-2566

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	63
AUM (Assets Under Management)	$ 7,961,626

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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Brittni M. Haywood

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brittni Michelle Haywood's CRS (Customer Relationship Summary).

Certified licenses

Experience

HAYWOOD WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 10/31/2023

Current Firm

HAYWOOD WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HAYWOOD WEALTH MANAGEMENT

TRUST BUT VERIFY

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