MH
CFP · ChFC
MH
CFP · ChFC

Michael Hayward

19 Years of Experience
Ponte Vedra Beach, FL
Broker

Michael Hayward is a CFP, ChFC-designated registered investment advisor at Morgan Stanley, based in Ponte Vedra Beach, FL, with 19 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.

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Location

50 A1A North, Suite 112, Ponte Vedra Beach, FL, 32082

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Michael is a photographer since December 2023, spending minimal time outside of business hours on this activity. This activity is investment-related.

Employment History
Current Registrations
Morgan StanleyBroker
November 2023 - Present · 2 yrs 11 mos
Morgan Stanley
November 2023 - Present · 2 yrs 11 mos
Previous Registrations
J.P. Morgan Securities LLC
October 2014 - December 2023 · 9 yrs 2 mos
J.P. Morgan Securities LLCBroker
October 2014 - December 2023 · 9 yrs 2 mos
Strategic Advisers, INC.
April 2013 - October 2014 · 1 yr 6 mos
Fidelity Brokerage Services LLCBroker
February 2013 - October 2014 · 1 yr 8 mos
Hartford Life Distributors, LLCBroker
December 2010 - July 2012 · 1 yr 7 mos
Bb&t Investment Services, INC.
November 2010 - November 2010 · 0 mos
Bb&t Investment Services, INC.Broker
July 2010 - November 2010 · 4 mos
Uvest Financial Services Group, INC.Broker
April 2010 - July 2010 · 3 mos
Planco Financial Services, LLCBroker
August 2006 - September 2009 · 3 yrs 1 mo
Gwfs Equities, INC.Broker
July 2005 - February 2006 · 7 mos
State Registrations30 states
AKALAZCACOCTFLGAILINKYMAMDMIMNMSMTNCNJNVNYOHPASCTNTXVAWAWIWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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