Roy Haya (CRD# 2683621) is an Investment Advisor Representative working at Fort Point Capital Partners LLC in San Francisco, CA and has over 18 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Uhlmann Price Securities, LLC | Chicago, IL | Apr 2019 - Current | 5 |
| Fort Point Capital Partners LLC | San Francisco, CA | Apr 2019 - Current | 5 |
| Twenty-first Securities Corporation | New York, NY | Nov 2014 - Apr 2019 | 4 |
| Twenty-first Tailored Solutions | New York, NY | Aug 2011 - Apr 2019 | 7 |
| Twenty-first Securities Corporation | New York, NY | Feb 2006 - Nov 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2006 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2019 |
- CA
- NY
-
Total Assets Under Management1,491MILLIONS
-
Total Number of Accounts1,150ACCOUNTS
-
Average Account Value$1,296,727
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MS, MT, NC, NJ, NM, NV, NY, OK, OR, SC, TN, TX, UT, VA, WA, WI, WY
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