Haley Shirley, financial advisor La Jolla CA

Haley Shirley

CRD Number: 7116932
Current Firm: Sage Stone Wealth Management LLC

Haley Shirley (CRD# 7116932) is an Investment Advisor Representative working at Sage Stone Wealth Management LLC in La Jolla, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Sage Stone Wealth Management La Jolla, CA Jul 2020 - Current 2
University Of San Diego (usd) San Diego, CA Aug 2017 - May 2021 3
Sage Stone Wealth Management La Jolla, CA Apr 2020 - Jun 2020 < 1
University Of San Diego San Diego, CA Jan 2018 - Dec 2019 1
Sage Stone Wealth Management La Jolla, CA Jul 2019 - Aug 2019 < 1
Morgan Stanley Scotts Valley, CA May 2019 - Jun 2019 < 1
Aptos High School Aptos, CA Aug 2013 - Jun 2017 3
Middle School Aptos, CA Aug 2011 - Jul 2013 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2021
Contact Info for Haley S. Shirley
Phone Number: 858-412-6404
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    179
    MILLIONS
  • Total Number of Accounts
    331
    ACCOUNTS
  • Average Account Value
    $539,815
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CA, TX

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