Hayley M Morgan

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2018 → 03/2024
  Morgan Stanley
  Birmingham, MI
• 06/2015 → 06/2018
  Berkshire Hathaway Hs, Hwwb Realtors
  Birmingham, MI
• 11/2025 → Present
  Raymond James & Associates
  Clinton Township, MI
• 03/2024 → 11/2025
  Unemployed - Left Morgan Stanley
  Macomb, MI

Previous Registrations

• 2022-11-16 → 2024-03-21
  Morgan Stanley
  Birmingham, MI
  Macomb, MI

Exams

• S66 Uniform Combined State Law Examination
  2022-06-29

Other Names

• Hayley Marie Morgan