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Hayden Neely

CX Institutional, LLC

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About Hayden Neely

Hayden Neely is a registered representative with CX Institutional, LLC. Hayden has been in the financial services industry since 2024. Hayden has a Series 7TO, Series 63 and SIE license and has been registered in Texas. Hayden's professional experience includes roles at Guaranty Bank and Trust, Texas A&M University Commerce, and Modern Woodmen of America.

Firm Information

Hayden Neely is currently registered with CX Institutional, LLC. CX Institutional, LLC is an investment advisor registered with the SEC. The firm manages $3,314,261,031 in assets for 10,540 accounts. CX Institutional, LLC provides financial planning, portfolio management for businesses, and portfolio management for individuals. Their clients include high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and charitable organizations. They also have a wrap fee program.
CX Institutional, LLC

200 EAST 7TH STREET

AUBURN, IN 46706

$3.31B

Assets Under Management

Not reported

Total Clients

42

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Hayden Neely’s Registration & Firm History

TX

11/11/2024 - Present

CX Institutional, LLC (Plano TX)

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Licenses & Designations

BC

Issued 07/13/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/06/2024

Series 7TO - General Securities Representative Examination

BC

Issued 11/30/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Hayden Neely.
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