Haley Carlisle is a registered investment advisor at Zero Day Capital Enterprises LLC, based in Leesburg, FL, with 3 years of industry experience. Haley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 131 clients with $31M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The annual fee is negotiable.
Fee Estimator
Location
Leesburg, FL
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 ActivitiesSells Insurance
Haley is a seamstress for Final Embrace LLC, a wholesale funeral products company, and a property manager for Coldwell Banker Vanguard Edge Realty. She also works as an independent insurance agent, dedicating minimal time to the funeral business, about a quarter of her time to property management, and minimal time to insurance sales.
Employment History
Current Registrations
Zero Day Capital Enterprises LLC
Previous Registrations
Edward Jones
Edward JonesBroker
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.