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Heather Ayres

CAZ Investments LP

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About Heather Ayres

Heather Ayres is an investment advisor representative with Caz Investments LP. Heather Ayres has been in the industry since 2006 and has experience with multiple firms. Heather Ayres is registered with the state of Texas and has passed Series 7, SIE, 63 and 65 exams.

Firm Information

Heather Ayres is currently registered with CAZ Investments LP. CAZ Investments LP is an investment advisor based in Houston, Texas. The firm offers portfolio management services to individuals, businesses, and pooled investment vehicles, as well as selection of other advisors. They manage approximately $6.4 billion in assets for 8,044 clients. CAZ Investments LP does not participate in wrap fee programs.
CAZ Investments LP

ONE RIVERWAY

HOUSTON, TX 77056

$6.40B

Assets Under Management

Not reported

Total Clients

24

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Heather Ayres’s Registration & Firm History

TX

10/08/2021 - Present

CAZ Investments LP (HOUSTON TX)

TX

11/17/2017 - 05/19/2021

J.P. MORGAN SECURITIES LLC (HOUSTON TX)

TX

07/08/2008 - 05/04/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (THE WOODLANDS TX)

NC

09/14/2006 - 01/02/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENSBORO NC)

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Licenses & Designations

IA

Issued 10/08/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/08/2017

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 10/31/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Heather Ayres.
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