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Phoebe Claire Hayes

Doyenne Wealth Advisors

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About Phoebe Claire Hayes

Phoebe Claire Hayes is a financial advisor at Doyenne Wealth Advisors. Phoebe has been in the industry since September 2018. Phoebe currently holds registrations with the state of Illinois. Phoebe holds the Series 66, Series 7, and SIE exams. Phoebe's areas of expertise include Financial Planning, Portfolio Management for Individuals, and Selection of Other Advisors. Phoebe's previous experience includes working for Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, N.A., and Brownson, Rehmus & Foxworth, Inc.

Firm Information

Phoebe Hayes is currently registered with Doyenne Wealth Advisors. Doyenne Wealth Advisors is an investment advisory firm based in Chicago, Illinois. They provide financial planning and portfolio management services to high-net-worth individuals and other individuals. The firm manages approximately $1.7 billion in assets for 764 accounts. Doyenne Wealth Advisors is registered with the Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940.
Doyenne Wealth Advisors

227 W MONROE STREET

CHICAGO, IL 60606

$1.71B

Assets Under Management

13

Total Clients

11

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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Phoebe Hayes’s Registration & Firm History

IL

02/09/2022 - Present

Doyenne Wealth Advisors (CHICAGO IL)

IL

09/05/2018 - 10/21/2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LISLE IL)

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Licenses & Designations

BOTH

Issued 10/12/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/05/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Phoebe Claire Hayes.
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