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Alexis Gonzalez, portrait

Alexis Gonzalez

Investment adviser representative at Hayes Wealth Advisors in Greenville, SC

Investment adviser registrationUpdated

Alexis Gonzalez is an investment adviser representative at Hayes Wealth Advisors, LLC, an investment adviser managing $133M, and works from its Greenville, SC office. Alexis Gonzalez has been registered through Hayes Wealth Advisors since 29 April 2025, has 1 year in the industry across 1 firm and has passed the Series 65.

1
Years in industry
1
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Alexis Gonzalez has been an investment adviser representative at Hayes Wealth Advisors since April 2025, and is not listed among the firm’s executive officers or direct owners.

Hayes Wealth Advisors, LLC is a firm with $133M under management, 192 clients and 2 advisers in one office, as of its April 2026 filing.

Alexis Gonzalez is Wealth Advisor at Hayes Wealth Advisors LLC. He started his career as a Financial Analyst before moving to Hayes Wealth Advisors in 2024.

  1. – present · 1 year
    Greenville, SC · Adviser representative · Firm CRD 299807

Credentials and registrations

Professional designations

Listed by Hayes Wealth Advisors

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Investment adviser representative registrations

Alexis Gonzalez is registered as an investment adviser representative in South Carolina, since April 2025.

  • South CarolinaSince 29 April 2025

Examinations

Series 659 October 2024
Name
Uniform Investment Adviser Law Examination

Key facts

CRD
8085567
Firm
Hayes Wealth Advisors · CRD 299807
Office
Greenville, SC
Registration
Investment adviser registration
In the industry since
April 2025
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Alexis Gonzalez work?

Alexis Gonzalez is an investment adviser representative registered through Hayes Wealth Advisors, LLC since April 2025, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Alexis Gonzalez a financial advisor?

Yes. Alexis Gonzalez has a current investment-adviser registration in South Carolina, through Hayes Wealth Advisors since April 2025.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Alexis Gonzalez have?

Alexis Gonzalez has 1 year in the financial industry, since April 2025, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Alexis Gonzalez passed?

Alexis Gonzalez passed the Series 65 in October 2024.

Source: IAPD individual record, checked 22 October 2026

Where is Alexis Gonzalez based?

Alexis Gonzalez’s registered office is in Greenville, SC.

Source: IAPD individual record, checked 22 October 2026

Is Alexis Gonzalez registered with FINRA?

No. Alexis Gonzalez has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

Is Alexis Gonzalez a CFP?

Hayes Wealth Advisors lists Alexis Gonzalez with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.

Source: Alexis Gonzalez biography, hayeswealthadvisors.com

How can I verify Alexis Gonzalez’s record?

Search CRD 8085567 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alexis Gonzalez’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Hayes Wealth Advisors

Sources

  1. IAPD individual record, CRD 8085567, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Hayes Wealth Advisors, LLC, filed 24 April 2026. Executive officers and direct owners; this person is not among them.
  3. Hayes Wealth Advisors team page. Biography, education, credentials, awards and the portrait, reproduced for identification.