Hayden Gresham, financial advisor Monroe NC

Hayden Gresham

CRD Number: 7584862
Current Firm: Steward Partners Investment Advisory, LLC

Hayden Gresham (CRD# 7584862) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Monroe, NC and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Steward Partners Global Advisory, LLC Monroe, NC Mar 2024 - Current < 1
Steward Partners Investment Solutions, LLC Monroe, NC Mar 2024 - Current < 1
Steward Partners Investment Advisory, LLC Monroe, NC Mar 2024 - Current < 1
Raymond James Financial Services Advisors, Inc. Monroe, NC Aug 2023 - Mar 2024 < 1
Raymond James Financial Services Monroe, NC Oct 2022 - Mar 2024 1
Lenoir-rhyne University Hickory, NC Aug 2018 - Jul 2022 3
5star Baseball Charlotte, NC May 2021 - Aug 2021 < 1
Perfect Game Baseball Usa Charlotte, NC Apr 2020 - Aug 2020 < 1
Sam's Xpress Car Wash Huntersville, NC May 2019 - Aug 2019 < 1
Sam's Xpress Car Wash Huntersville, NC Dec 2018 - Jan 2019 < 1
Camp Lurecrest Lake Lure, NC Jun 2018 - Aug 2018 < 1
Hopewell High School Huntersville, NC Aug 2014 - Jun 2018 3
Livenation Charlotte, NC May 2016 - Oct 2016 < 1
Mcdonalds Charlotte, NC May 2015 - Nov 2015 < 1
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Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2023
Contact Info for Hayden Gresham
Phone Number: 212-364-0364
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    15,388
    MILLIONS
  • Total Number of Accounts
    30,287
    ACCOUNTS
  • Average Account Value
    $508,088
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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