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Erin Michael Hay

Monument Wealth Management

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About Erin Michael Hay

Erin Hay is a financial advisor with Monument Wealth Management. Erin has been in the industry since 2011 and is licensed to provide advisory services in Texas and Virginia. She is a Chartered Financial Analyst, and holds the Series 63, SIE, 86, 87 and 7 licenses. Erin has experience with a variety of clients, including individuals, high-net-worth individuals, and insurance companies. She has a focus on financial planning and portfolio management. Prior to joining Monument Wealth Management, Erin worked at Compass Point Research & Trading, LLC, and J.P. Morgan Securities LLC.

Firm Information

Erin Hay is currently registered with Monument Wealth Management. Monument Wealth Management is an Alexandria, VA-based registered investment advisor with approximately $433.82 million in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, and selection of other advisers services to individuals other than high-net-worth individuals and high-net-worth individuals.
Monument Wealth Management

1940 DUKE STREET

ALEXANDRIA, VA 22314

$433.82M

Assets Under Management

Not reported

Total Clients

8

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Erin Hay’s Registration & Firm History

VA

12/15/2022 - Present

Monument Wealth Management (ALEXANDRIA VA)

DC

04/19/2016 - 07/01/2019

COMPASS POINT RESEARCH & TRADING, LLC (WASHINGTON DC)

OK

08/30/2011 - 11/11/2015

J.P. MORGAN SECURITIES LLC (OKLAHOMA CITY OK)

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Licenses & Designations

BC

Issued 09/22/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/31/2017

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 12/15/2016

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 08/29/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Erin Michael Hay.
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