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Patrick Daniel Hayes

BLEAKLEY FINANCIAL GROUP, LLC·FAIRFIELD, New Jersey
SIE, Series 7, Series 24Clean recordBLEAKLEY FINANCIAL GROUP, LLC
100 PASSAIC AVENUE, FAIRFIELD, NJ 07004CRD# 6571587Firm CRD# 318366

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick Daniel Hayes · FAIRFIELD, NJ
Registration
CRD #6571587 · BLEAKLEY FINANCIAL GROUP, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
BLEAKLEY FINANCIAL GROUP, LLC
CRD 318366 · SEC 801-123232
AUM
$9.2B
Regulatory assets under management
Employees
158
22,440 client accounts
Services offered by BLEAKLEY FINANCIAL GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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04

Frequently Asked Questions

What services does Patrick Daniel Hayes offer?
Patrick Daniel Hayes specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in FAIRFIELD, New Jersey for a consultation.
What are Patrick Daniel Hayes's credentials?
Patrick Daniel Hayes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Daniel Hayes located?
Patrick Daniel Hayes is based in FAIRFIELD, New Jersey, working with BLEAKLEY FINANCIAL GROUP, LLC. Their office serves clients in the FAIRFIELD metropolitan area and surrounding communities.
How does Patrick Daniel Hayes charge for services?
Patrick Daniel 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 BLEAKLEY FINANCIAL GROUP, LLC?
BLEAKLEY FINANCIAL GROUP, LLC has approximately 158 employees and manages $9.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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