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Brendan Kevin Hayes

Armstrong Advisory Group Inc.

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About Brendan Kevin Hayes

Brendan Kevin Hayes is a financial advisor registered with Armstrong Advisory Group Inc. Brendan has been working in the industry since 2000 and is licensed in Massachusetts, Maine and Texas. Brendan has experience in financial planning, portfolio management for individuals, and educational seminars. Brendan is also a licensed insurance agent and co-host of the radio program “The Financial Exchange” and the podcast “Dumb Questions for Smart Money”.

Firm Information

Brendan Hayes is currently registered with Armstrong Advisory Group Inc.. Armstrong Advisory Group Inc. is an investment advisor registered with the SEC, located in NEEDHAM, MA, United States. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. They manage approximately $1 billion - $10 billion in assets and have a wrap fee program available for their clients.
Armstrong Advisory Group Inc.

144 GOULD STREET

NEEDHAM, MA 02494

$1.22B

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brendan Hayes’s Registration & Firm History

MA

08/05/2022 - Present

Armstrong Advisory Group Inc. (NEEDHAM MA)

MA

09/10/2007 - 06/01/2022

SECURITIES AMERICA, INC. (NEEDHAM MA)

NY

04/01/2005 - 09/19/2005

MMC SECURITIES CORP. (NEW YORK NY)

MA

01/31/2000 - 04/01/2005

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)

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Licenses & Designations

BOTH

Issued 04/24/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/09/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/24/2004

Series 7 - General Securities Representative Examination

BC

Issued 01/28/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Brendan Kevin Hayes. Review regulatory record here.
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