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Soracha Haley

Columbia Advisory Partners, LLC

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About Soracha Haley

Soracha Haley is an investment advisor representative who has been in the financial services industry since 2022. Soracha is currently registered with Columbia Advisory Partners, LLC and previously was registered with NYLIFE Securities LLC. Soracha holds the Series 63, Series 65 and Series 6TO licenses. Soracha has specialized experience in providing financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Soracha has been with Columbia Advisory Partners, LLC since January 2024 and has experience in the financial services industry since May 2022.

Firm Information

Soracha Haley is currently registered with Columbia Advisory Partners, LLC. Columbia Advisory Partners, LLC is an investment advisor headquartered in Spokane, WA. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles, and has approximately $240.25 million in regulatory assets under management. The firm serves individuals, high-net-worth individuals, and pooled investment vehicles.
Columbia Advisory Partners, LLC

3918 N POST ST

SPOKANE, WA 99205

$240.25M

Assets Under Management

2

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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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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Soracha Haley’s Registration & Firm History

WA

01/08/2024 - Present

Columbia Advisory Partners, LLC (SPOKANE WA)

WA

01/23/2023 - 12/16/2023

NYLIFE SECURITIES LLC (SPOKANE WA)

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Licenses & Designations

IA

Issued 12/27/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/13/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/21/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/10/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Soracha Haley. Review regulatory record here.
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