Natalie Schmook has been Managing Member, CCO of Hayes Wealth Advisors since October 2018, is a control person of the firm and directly owns 75% or more of it. Natalie Schmook holds a BS in International Business from Rollins College and an MBA from Rollins College.
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.
Natalie Schmook is Owner of Hayes Wealth Advisors LLC, based in Atlanta, Georgia. She is the founder of the firm, which provides financial planning, practice valuation and investment management for practice owners, employed optometrists and their families. She started her career in the Private Wealth Management division of SunTrust Bank in 2006.
Natalie Schmook’s longest registration is the current one, 7 years at Hayes Wealth Advisors since 2019. Before joining Hayes Wealth Advisors in 2019, Natalie Schmook was registered through Suntrust Investment Services, Inc.
- Hayes Wealth Advisors, LLCCurrent– present · 7 yearsSandy Springs, GA · Adviser representative · Firm CRD 299807
- Suntrust Investment Services, Inc.– · 7 yearsAtlanta, GA · Adviser representative · Firm CRD 17499
Professional designations
Listed by Hayes Wealth Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Valuation Analyst (CVA)
Investment adviser representative registrations
Natalie Schmook is registered as an investment adviser representative in 3 states. The first approvals date from March 2019; the most recent is Louisiana, in November 2020.
- GeorgiaSince 15 March 2019
- LouisianaSince 9 November 2020
- TexasSince 22 October 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 11 October 2006 |
| Series 7 | General Securities Representative Examination | 4 October 2006 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Natalie Hayes Schmook
- CRD
- 5185232
- Firm
- Hayes Wealth Advisors · CRD 299807
- Role
- Managing Member, CCO
- Office
- Sandy Springs, GA
- Registration
- Investment adviser registration
- In the industry since
- December 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- hayeswealthadvisors.com
Where does Natalie Schmook work?
Natalie Schmook has been Managing Member, CCO of Hayes Wealth Advisors, LLC since October 2018, and is a control person of the firm.
Is Natalie Schmook a financial advisor?
Yes. Natalie Schmook has a current investment-adviser registration in Georgia, Louisiana and Texas, through Hayes Wealth Advisors since March 2019.
How many years of experience does Natalie Schmook have?
Natalie Schmook has 14 years in the financial industry, since December 2011, across 2 adviser firms.
What exams has Natalie Schmook passed?
Natalie Schmook has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 2006.
Where did Natalie Schmook work before Hayes Wealth Advisors?
Before Hayes Wealth Advisors, Natalie Schmook was registered through Suntrust Investment Services, Inc., October 2006 to January 2014.
Where is Natalie Schmook based?
Natalie Schmook’s registered office is in Sandy Springs, GA.
Is Natalie Schmook registered with FINRA?
No. Natalie Schmook has no current broker registration.
Is Natalie Schmook a CFP?
Hayes Wealth Advisors lists Natalie Schmook with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Natalie Schmook’s record?
Search CRD 5185232 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Natalie Schmook’s full registration record.