Riley Hagan
Investment adviser representative at Compass Financial Management LLC
11 yearsExperience
1 stateRegistered in
$893.8MFirm assets
6 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 assets
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.
- Compass Financial Management LLCMar 2026 to now
- Clientswood LtdJan 2025 to Mar 2026
- Wolfgang Puck Fine DiningFeb 2022 to Jan 2026
- PlotaverseAug 2021 to Feb 2022
- Lake George Beach ClubJun 2019 to Aug 2021
- UnemployedAug 2018 to Jun 2019
- The Ridge TerraceJun 2017 to Aug 2018
- StudentJan 2015 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
Compass Financial Management LLC
$893.8MAssets managed
2,228Clients
45Advisers
6 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
- 8241715
- Firm CRD
- 156345