HS
HS

Hailey Schmitt

1 Year of Experience
Phoenix, AZ
Broker

Hailey Schmitt is a registered investment advisor at Cetera Investment Advisers LLC, based in Phoenix, AZ, with 1 years of industry experience. Hailey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

3131 E Camelback Road Suite 100, Phoenix, AZ, 85016

Get directions

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.

Learn about disclosures →
Other Business Activities

Hailey works as a financial advisor at Renaissance Financial, providing financial advice. This takes about a quarter of her time, including a significant portion during trading hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2024 - Present · 1 yr 11 mos
Cetera Wealth Services, LLCBroker
March 2024 - Present · 2 yrs 2 mos
State Registrations4 states
ALAZCATX
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.