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Robert Hayes

Silver Oak Securities, INC.
16 Years of Experience
Webster, NY
1 DisclosureBrokerSells Insurance
View SEC Summary
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Robert Hayes is a registered investment advisor at Silver Oak Securities, INC., based in Webster, NY, with 16 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 8,746 clients with $2.4B in assets under management.

Silver Oak Securities, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
165 advisors
Number of Clients
8,746 clients
Average Client Portfolio
$280K average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum advisor fee is 2.0% of assets. Fees are negotiable between you and your financial professional. Accounts also incur a platform fee consisting of $45 annually plus an asset-based fee between 0.05% and 0.25%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1630 Empire Blvd., Suite 100, Webster, NY, 14580

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
April 2012
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Robert is an investment advisory representative at Bright Futures Wealth Management and an insurance agent selling various insurance products, including life, health, disability, fixed annuities, and long-term care. He also works as a sports official and is the Mayor of Avon, NY.

Employment History
Current Registrations
Silver Oak Securities, IncorporatedBroker
November 2025 - Present · 11 mos
Bright Futures Wealth Management, LLC
August 2022 - Present · 4 yrs 2 mos
Previous Registrations
Cetera Advisors LLCBroker
August 2022 - November 2025 · 3 yrs 3 mos
Novem Group
January 2016 - September 2022 · 6 yrs 8 mos
American Portfolios Financial Services, INC.Broker
January 2016 - August 2022 · 6 yrs 7 mos
Cetera Advisors LLC
February 2013 - January 2016 · 2 yrs 11 mos
Multi-Financial Securities Corporation
June 2012 - December 2012 · 6 mos
Cetera Advisors LLCBroker
June 2012 - January 2016 · 3 yrs 7 mos
Edward Jones
October 2009 - April 2012 · 2 yrs 6 mos
Edward JonesBroker
September 2009 - April 2012 · 2 yrs 7 mos
State Registrations1 state
NY
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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