Sara Hay
Sara Hay is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Nashville, TN, with 21 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2300 W. End Avenue, Nashville, TN, 37203
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Sara is an investor in 1017 Pierce Road LLC and SBH Investments LLC, both real estate ventures, dedicating minimal time to each. She also works as an associate/employee for Kidd Private Wealth Group, Pinnacle Asset Management, and Pinnacle Financial Partners, spending about 10-20% of her time at Kidd Private Wealth Group and Pinnacle Financial Partners, and nearly full-time at Pinnacle Asset Management.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
B Riley Wealth Management
B. Riley Wealth ManagementBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.