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Benjamin Wallace Hayes

Investment adviser representative at Stack Financial Management Inc
11 yearsExperience
2 statesRegistered in
$2BFirm assets
32 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
  • Seminars and workshops

Experience

11 years in the industry.

  1. Stack Financial Management, Inc.Jan 2025 to now
  2. Logan HealthMar 2022 to Jan 2025
  3. Penn HighlandsNov 2020 to Mar 2022
  4. WalmartMay 2020 to Jul 2020
  5. Penn Highlands ClearfieldJun 2019 to Nov 2020
  6. UnemployedApr 2019 to Jun 2019
  7. University of Pittsburgh - BradfordAug 2015 to Apr 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 2 states (MT, TX).

Stack Financial Management Inc

$2BAssets managed
833Clients
10Advisers
32 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
8248143
Firm CRD
106785
Advisor's SEC record (opens in a new tab)
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