AdvisorOS Directory
Claim Profile
Unclaimed Profile
ZH

Zachary Daniel Hayes

HAYES FINANCIAL, INC.·SAN JOSE, California
Clean recordHAYES FINANCIAL, INC.
99 ALMADEN BLVD, SAN JOSE, CA 95113CRD# 4233286Firm CRD# 288733

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Zachary Daniel Hayes · SAN JOSE, CA
Registration
CRD #4233286 · HAYES FINANCIAL, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Zachary Daniel Hayes is a registered financial advisor based in SAN JOSE, California, affiliated with HAYES FINANCIAL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

Speak with Zachary

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Zachary is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
HAYES FINANCIAL, INC.
HAYES FINANCIAL, INC.
AUM
$345M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at HAYES FINANCIAL, INC. →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4233286
Firm CRD# 288733
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN JOSE?

Browse all registered financial advisors in SAN JOSE, California or claim this profile if it's yours.

Browse SAN JOSE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Zachary Daniel Hayes offer?
Zachary Daniel Hayes specializes in Financial Planning, Investment Management. Contact their office in SAN JOSE, California for a consultation.
What are Zachary Daniel Hayes's credentials?
Zachary Daniel Hayes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Zachary Daniel Hayes located?
Zachary Daniel Hayes is based in SAN JOSE, California, working with HAYES FINANCIAL, INC.. Their office serves clients in the SAN JOSE metropolitan area and surrounding communities.
How does Zachary Daniel Hayes charge for services?
Zachary Daniel Hayes's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HAYES FINANCIAL, INC.?
HAYES FINANCIAL, INC. has approximately 5 employees and manages $345M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at HAYES FINANCIAL, INC.

Clare Raleigh
SAN JOSE, CA

More Advisors in SAN JOSE, California

Naomi Lynn Kantrowitz
BRIGHTPLAN LLC·SAN JOSE, CA
Robert Alan Yager
YAGER ROBERT ALAN·SAN JOSE, CA
Christopher Kevin Combs
SILICON VALLEY CAPITAL PARTNERS, L.P.·SAN JOSE, CA
Jeyasankarane Ragouvaran
PURSHOTTAM ENTERPRISE LLC·SAN JOSE, CA
Suzanne H Cox
BETTERWEALTH LLC·SAN JOSE, CA
Craig Lee Martin
FAMILY WEALTH CONSULTANTS, INC.·SAN JOSE, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)SANTA MONICA (478)IRVINE (455)SAN MATEO (339)LA JOLLA (257)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile