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Patrick John Hays

Investment adviser representative at USA Financial Securities LLC
14 yearsExperience
1 stateRegistered in
$296.5MFirm assets
19 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

14 years in the industry.

  1. USA Financial Securities LLCSep 2022 to now
  2. Stifel FinancialJan 2020 to Sep 2022
  3. Formula Folios InvestmentsJan 2019 to Jan 2020
  4. Stifel FinancialFeb 2017 to Jan 2019
  5. Hayseed Rod & CustomDec 2012 to Feb 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law1994
  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (MI).

USA Financial Securities LLC

$296.5MAssets managed
1,246Clients
127Advisers
19 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2455415
Firm CRD
103857
Advisor's SEC record (opens in a new tab)
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