Spencer Calhoun Haiges

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-03-10
NC	RA	APPROVED	2026-03-06

Branch Locations

401 N Tryon St Ci Client Management, Charlotte, NC 28255 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Lpl Enterprise	Charlotte	NC	10/2025	12/2025
The Hershey Company	Charlotte	NC	06/2021	10/2025
James Madison University	Harrisonburg	VA	08/2017	06/2021
Unemployed	Lancaster	PA	01/2015	08/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Charlotte	NC	01/2026	Present
Bank Of America, N.A	Charlotte	NC	02/2026	Present

10/2025 → 12/2025

Lpl Enterprise

Charlotte, NC
06/2021 → 10/2025

The Hershey Company

Charlotte, NC
08/2017 → 06/2021

James Madison University

Harrisonburg, VA
01/2015 → 08/2017

Unemployed

Lancaster, PA
01/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Charlotte, NC
02/2026 → Present

Bank Of America, N.A

Charlotte, NC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-03-06

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