William Haag has been an investment adviser representative at Maximai Investment Partners since June 2022, and is not listed among the firm’s executive officers or direct owners.
Maximai Investment Partners, LLC is a Coral Gables, FL firm with $696M under management, 171 clients and 5 advisers across 2 offices, as of its March 2026 filing.
- – present · 4 yearsCoral Gables, FL · Adviser representative · Firm CRD 284919
Investment adviser representative registrations
William Haag is registered as an investment adviser representative in Florida, since June 2022.
- FloridaSince 21 June 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 May 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- William Taggart Haag
- CRD
- 7493143
- Firm
- Maximai Investment Partners · CRD 284919
- Office
- 500 S. DIXIE HWY, SUITE 301, Coral Gables, FL 33146
- Registration
- Investment adviser registration
- In the industry since
- June 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does William Haag work?
William Haag is an investment adviser representative registered through Maximai Investment Partners, LLC since June 2022, and is not listed among the firm’s executive officers or direct owners.
Is William Haag a financial advisor?
Yes. William Haag has a current investment-adviser registration in Florida, through Maximai Investment Partners since June 2022.
How many years of experience does William Haag have?
William Haag has 4 years in the financial industry, since June 2022, across 1 adviser firm.
What exams has William Haag passed?
William Haag passed the Series 65 in May 2022.
Where is William Haag based?
William Haag’s registered office is in Coral Gables, FL.
Is William Haag registered with FINRA?
No. William Haag has no current broker registration.
How can I verify William Haag’s record?
Search CRD 7493143 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Haag’s full registration record.
