Thomas Hayes has been an investment adviser representative at Milestone Asset Management since June 2024, and is not listed among the firm’s executive officers or direct owners.
Milestone Asset Management, LLC is a Pittsburgh, PA firm with $691M under management, 1,359 clients and 13 advisers across 6 offices, as of its February 2026 filing.
Avery Hayes is Financial Strategist at Hayes Advisory Group, a dba of Milestone Asset Management, LLC. He develops financial and retirement plans that incorporate investment management, financial planning and tax strategies, and assists in selecting and monitoring investment options. He serves clients in Indiana and Florida and supports the firm's marketing, technology integration and client relations.
- – present · 2 yearsKokomo, IN · Adviser representative · Firm CRD 310441
Investment adviser representative registrations
Thomas Hayes is registered as an investment adviser representative in Indiana, since June 2024.
- IndianaSince 24 June 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 June 2024 |
| SIE | Securities Industry Essentials Examination | 10 May 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Thomas Avery Hayes
- CRD
- 7946039
- Firm
- Milestone Asset Management · CRD 310441
- Office
- 1825 DOGWOOD COURT, Kokomo, IN 46902
- Registration
- Investment adviser registration
- In the industry since
- June 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- hayesadvisorygroup.com
Where does Thomas Hayes work?
Thomas Hayes is an investment adviser representative registered through Milestone Asset Management, LLC since June 2024, and is not listed among the firm’s executive officers or direct owners.
Is Thomas Hayes a financial advisor?
Yes. Thomas Hayes has a current investment-adviser registration in Indiana, through Milestone Asset Management since June 2024.
How many years of experience does Thomas Hayes have?
Thomas Hayes has 2 years in the financial industry, since June 2024, across 1 adviser firm.
What exams has Thomas Hayes passed?
Thomas Hayes has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in May 2024.
Where is Thomas Hayes based?
Thomas Hayes’ registered office is in Kokomo, IN.
Is Thomas Hayes registered with FINRA?
No. Thomas Hayes has no current broker registration.
How can I verify Thomas Hayes’ record?
Search CRD 7946039 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Thomas Hayes’ full registration record.
