HAYSLEY FINANCIAL SERVICES, INC.

HAYSLEY FINANCIAL SERVICES, INC. of LAKE MARY, FL is an SEC-registered investment adviser (CRD 145248). Regulatory assets under management: $12.0M.

Registration

• CRD: 145248
• Type: Registered investment adviser
• Location: 255 PRIMERA BOULVARD, LAKE MARY, FL, 32746
• Phone: 407-982-7000
• Latest filing: 2026-01-26
• Regulatory AUM: $12.0M
• Discretionary AUM: $12.0M
• Clients: 1
• Accounts: 41

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 145248 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search