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Stacy Jean Hayes

Investment adviser representative at Equitable Advisors, LLC
12 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 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 fee

Services the firm offers

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

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

12 years in the industry.

  1. Equitable Advisors, LLCJul 2024 to now
  2. Lion Street AdvisorsApr 2017 to Jul 2024
  3. Lion Street FinancialApr 2017 to Jul 2024
  4. Woodbury Financial Services, Inc.May 2014 to Apr 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2002
  • Series 65 · Uniform Investment Adviser Law2012

State registrations

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

Equitable Advisors, LLC

$47.3BAssets managed
76,027Clients
4,640Advisers
48 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
4442704
Firm CRD
6627
Advisor's SEC record (opens in a new tab)
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