Grace Ann Hayes
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered in
$0Firm assets
39 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
10 years in the industry.
- Charles Schwab & Co., Inc.Sep 2024 to now
- Charles Schwab Bank, SsbSep 2024 to now
- Charles Schwab & Co., Inc.Nov 2020 to Jul 2024
- N/aJul 2020 to Oct 2020
- Sage HospitalityJul 2019 to Oct 2019
- University of DenverSep 2016 to Jun 2020
- Ice Cream and Candy BazaarJun 2016 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 7314417
- Firm CRD
- 5393