Tias Planners

Tias Planners (CRD# 122348) is a financial advisory firm headquartered in Annapolis, MD. They manage $4,734,000 in 18 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
28 Franklin St., Annapolis, MD 21401
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $263,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at Tias Planners
Showing 1 - 1 of 1 top financial advisors.
1
Steven Hays, financial advisor Annapolis MD
Steven K. Hays
CRD#: 1350041
28 Franklin St., Annapolis, MD 21401

Steven Hays (CRD# 1350041) is an Investment Advisor Representative working at Tias Planners in Annapolis, MD and has over 35 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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