William Taggart Haag
Investment adviser representative at Maximai Investment Partners, LLC
13 yearsExperience
1 stateRegistered in
$695.8MFirm assets
10 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Maximai Investment Partners, LLCDec 2021 to now
- PNC BankAug 2017 to Dec 2021
- Wake Forest UniversityAug 2013 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
Maximai Investment Partners, LLC
$695.8MAssets managed
171Clients
5Advisers
10 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
- 7493143
- Firm CRD
- 284919