HB
HB

Hayden Bates

19 Years of Experience
Franklin, TN
Broker

Hayden Bates is a registered investment advisor at Wells Fargo Advisors, based in Franklin, TN, with 19 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Franklin, TN

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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

Hayden has 100% ownership in Grey Cliff LLC and 90% ownership in Bates GP, LLC, both investment-related entities. He spends a few hours per week on each entity.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
November 2024 - Present · 1 yr 6 mos
Wells Fargo Advisors
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
August 2014 - November 2024 · 10 yrs 3 mos
Wells Fargo Advisors
August 2014 - November 2024 · 10 yrs 3 mos
Morgan StanleyBroker
June 2009 - August 2014 · 5 yrs 2 mos
Morgan Stanley
June 2009 - August 2014 · 5 yrs 2 mos
Morgan Stanley & CO. Incorporated
July 2007 - June 2009 · 1 yr 11 mos
Morgan Stanley & CO. IncorporatedBroker
July 2007 - June 2009 · 1 yr 11 mos
Citigroup Global Markets INC.
June 2006 - July 2007 · 1 yr 1 mo
Citigroup Global Markets INC.Broker
April 2006 - July 2007 · 1 yr 3 mos
State Registrations32 states
AZCACOCTDCFLGAILKSMAMDMEMIMNMOMTNCNHNJNMNVNYOHPARISCTNTXUTVAVTWA
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.
Hayden Bates - Financial Advisor | TrueAdvisor