Matthew Lee Hayes
Investment adviser representative at Moldenhauer & Associates
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$764.9MFirm 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 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
Experience
11 years in the industry.
- Merit Financial AdvisorsSep 2026 to now
- Purshe Kaplan Sterling InvestmentsSep 2026 to now
- Moldenhauer & AssociatesApr 2022 to now
- Commonwealth Financial NetworkApr 2022 to Sep 2026
- Equitable Advisors, LLCFeb 2021 to Apr 2022
- Trg Capital ManagementJul 2019 to Jan 2021
- University of RochesterJun 2018 to Jun 2019
- Key BankSep 2017 to May 2018
- Walt DisneyMay 2017 to Aug 2017
- Suny-fredoniaAug 2015 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
Moldenhauer & Associates
Legal name: Buffalo Business & Estate Services Ltd
$764.9MAssets managed
1,152Clients
10Advisers
1 yearIn 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
- 7126407
- Firm CRD
- 337303