Kristin Joy Hayes

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2011 → Present
  Charles Schwab & Co., Inc.
  Tysons Corner, VA
• 09/2014 → 03/2024
  Charles Schwab Bank, Ssb
  Gaithersburg, MD
• 03/2024 → Present
  Schwab Wealth Advisory, Inc.
  Tysons Corner, VA
• 09/2022 → 03/2024
  Td Ameritrade, Inc.
  Gaithersburg, MD

Previous Registrations

• 2022-09-15 → 2022-10-14
  Td Ameritrade, Inc.
  Bethesda, MD
  Gaithersburg, MD
  Annapolis, MD

Other Businesses

1) 521 N Streeper St LLC | Investment Related:No|4530 Raleigh Ave. #203|Alexandria|VA|22304|USA|Real Estate (Non-Agent/Broker)|Owner|11/24/2020|Less than 20|0|Ownership of LLC that is created for ownership of rental properties.

Exams

• S66 Uniform Combined State Law Examination
  2012-10-12
• S63 Uniform Securities Agent State Law Examination
  2011-10-07

Other Names

• Kristin Hayes