AdvisorOS Directory
Claim Profile
Unclaimed Profile
CH

Carroll William Hayes

CHARLES CARROLL FINANCIAL PARTNERS, LLC·NEEDHAM, Massachusetts
Clean recordCHARLES CARROLL FINANCIAL PARTNERS, LLC
1329 HIGHLAND AVENUE, NEEDHAM, MA 02492CRD# 2093305Firm CRD# 147960

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carroll William Hayes · NEEDHAM, MA
Registration
CRD #2093305 · CHARLES CARROLL FINANCIAL PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Carroll William Hayes is a registered financial advisor based in NEEDHAM, Massachusetts, affiliated with CHARLES CARROLL FINANCIAL PARTNERS, LLC. 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
Introduction

Speak with Carroll

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

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

03

Firm Overview

Firm
CHARLES CARROLL FINANCIAL PARTNERS, LLC
CHARLES CARROLL FINANCIAL PARTNERS, LLC
AUM
$99M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CHARLES CARROLL FINANCIAL PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2093305
Firm CRD# 147960
View on FINRA BrokerCheck →

Looking for a financial advisor in NEEDHAM?

Browse all registered financial advisors in NEEDHAM, Massachusetts or claim this profile if it's yours.

Browse NEEDHAM AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Carroll William Hayes offer?
Carroll William Hayes specializes in Financial Planning, Investment Management. Contact their office in NEEDHAM, Massachusetts for a consultation.
What are Carroll William Hayes's credentials?
Carroll William Hayes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carroll William Hayes located?
Carroll William Hayes is based in NEEDHAM, Massachusetts, working with CHARLES CARROLL FINANCIAL PARTNERS, LLC. Their office serves clients in the NEEDHAM metropolitan area and surrounding communities.
How does Carroll William Hayes charge for services?
Carroll William Hayes's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHARLES CARROLL FINANCIAL PARTNERS, LLC?
CHARLES CARROLL FINANCIAL PARTNERS, LLC has approximately 2 employees and manages $99M 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 →

More Advisors in NEEDHAM, Massachusetts

Thomas Roderick Walkey
WATERVILLE INVESTMENT PARTNERS, LLC·NEEDHAM, MA
Scott Bruce Seidman
SEIDMAN INVESTMENT ADVISORS, LLC·NEEDHAM, MA
Aaron Kleiner
KURZWEIL CAPITAL PARTNERS, LLC·NEEDHAM, MA
Andrew N Pike
EIF MANAGEMENT, LLC·NEEDHAM, MA
Bruce Catron Macrae
HASTINGS EQUITY PARTNERS, LLC·NEEDHAM, MA
Catherine Egan Walkey
WATERVILLE INVESTMENT PARTNERS, LLC·NEEDHAM, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)SPRINGFIELD (80)BRAINTREE (69)WESTWOOD (54)WELLESLEY HILLS (46)LEXINGTON (42)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile