Best Investors Account Sign in

Llewellyn Raymond Hayes

Strategic Advisers LLC

Plant City, FL

Clearwater, FL

Claim This Profile
Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-08-29
TX RA APPROVED_RES 2025-03-31
  • FL RA
    APPROVED
    Since 2025-08-29
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Plant City, FL • United States

28100 Us Hwy 19 N Ste 101, Clearwater, FL 33761-2657 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pence Wealth Management Newport Beach CA 11/2015 10/2017
Cetera Advisors Denver CO 01/2018 06/2019
Lpl Financial Llc Boston MA 12/2015 12/2017
Park Avenue Wealth Management, Llc Livonia MI 11/2017 05/2019
Fidelity Investments Beavercreek OH 09/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2015 → 10/2017
    Pence Wealth Management
    Newport Beach, CA
  • 01/2018 → 06/2019
    Cetera Advisors
    Denver, CO
  • 12/2015 → 12/2017
    Lpl Financial Llc
    Boston, MA
  • 11/2017 → 05/2019
    Park Avenue Wealth Management, Llc
    Livonia, MI
  • 09/2019 → Present
    Fidelity Investments
    Beavercreek, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-10-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Beavercreek, OH
  • 2017-11-07 → 2019-07-02
    Cetera Advisors Llc
    Eastvale, CA
    Eastvale, CA
    Greenwood Village, CO
    Newport Beach, CA
    Livonia, MI
  • 2018-10-23 → 2019-04-23
    Park Avenue Wealth Management, Llc
    Livonia, MI
  • 2016-03-12 → 2018-03-04
    Pence Capital Management, Llc
    Newport Beach, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-04-09
S65 Uniform Investment Adviser Law Examination 2015-11-23
  • S63 Uniform Securities Agent State Law Examination
    2018-04-09
  • S65 Uniform Investment Adviser Law Examination
    2015-11-23
Other Names
  • Trey Hayes
  • Llewllyn R Hayes
  • Llewellyn Raymond Hayes
  • Llewellyn Raymond Hayes

View on SEC IAPD

More in Plant City, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor