Bryan S Hayes
Investment adviser representative at Wealthharbor Capital Group, LLC
12 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$334.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Wealthharbor Capital Group, LLCMar 2026 to now
- Cetera Investment Advisers LLCAug 2022 to now
- Cetera Investment Services LLCAug 2022 to now
- Hancock Whitney BankMar 2019 to now
- Hancock Whitney Investment Services, Inc.Mar 2019 to Aug 2022
- J.P. Morgan Securities LLCNov 2014 to Mar 2019
- JPMorgan Chase Bank NANov 2014 to Mar 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 4 states (FL, LA, MS, TX).
Wealthharbor Capital Group, LLC
$334.7MAssets managed
252Clients
6Advisers
22 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
- 5545203
- Firm CRD
- 118614