Paul Michael Hayes
Investment adviser representative at Ip Financial Advisory Services LLC
15 yearsExperience
1 stateRegistered in
$481.4MFirm assets
6 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Ip Financial Advisory Services LLCJul 2021 to now
- Ip Financial Services, LLCFeb 2021 to now
- Innovation Partners LLCJan 2021 to now
- Supreme Alliance LLCMay 2019 to Jan 2021
- Bankers Life SecuritiesSep 2018 to May 2019
- Bankers LifeAug 2017 to May 2019
- Hayes Property ManagementAug 2011 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
Ip Financial Advisory Services LLC
$481.4MAssets managed
2,001Clients
133Advisers
6 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
- 5005639
- Firm CRD
- 305772