Thomas Avery Hayes
Investment adviser representative at Milestone Asset Management, LLC
12 yearsExperience
1 stateRegistered in
$690.7MFirm assets
5 yearsFirm in business
Are you Thomas Avery Hayes? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
12 years in the industry.
- Milestone Asset Management, LLCJun 2024 to now
- University of TampaAug 2023 to Jun 2024
- Milestone Asset Management, LLCMay 2023 to Aug 2023
- University of TampaAug 2022 to May 2023
- Milestone Asset Management, LLCMay 2022 to Aug 2022
- University of TampaAug 2021 to May 2022
- Crooked Stick Golf ClubMay 2021 to Aug 2021
- University of TampaAug 2020 to May 2021
- Jansen's Asphalt CompanyMar 2020 to Aug 2020
- Western High SchoolAug 2017 to Mar 2020
- Western Middle SchoolAug 2014 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (IN).
Milestone Asset Management, LLC
$690.7MAssets managed
1,359Clients
11Advisers
5 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
- 7946039
- Firm CRD
- 310441