Skip to content

Hayley Elizabeth Marcus

Investment adviser representative at Charles Schwab & Co., Inc.
11 yearsExperience
3 statesRegistered in
$0Firm assets
39 yearsFirm in business

Are you Hayley Elizabeth Marcus? Claim your profile

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

11 years in the industry.

  1. Charles Schwab Bank, SsbDec 2025 to now
  2. Charles Schwab & Co., Inc.Nov 2020 to now
  3. Nanneman Farms LLCJun 2020 to Aug 2020
  4. Domino'sApr 2020 to Jan 2021
  5. Colorado State University- University AdvancementOct 2019 to May 2020
  6. Noodles & CompanyMay 2019 to Oct 2019
  7. Hilton Fort CollinsJan 2019 to Sep 2020
  8. Colorado State University Recreation CenterAug 2018 to Dec 2018
  9. Nanneman Farms LLCMay 2018 to Aug 2018
  10. Colorado State University Durrell Dining HallJan 2018 to Mar 2018
  11. StudentAug 2017 to Dec 2020
  12. Once Upon A ChildJan 2017 to Aug 2017
  13. StudentFeb 2015 to Jun 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2021
  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 3 states (CO, LA, 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
7424432
Firm CRD
5393
Advisor's SEC record (opens in a new tab)
CallContact this firm