Roderick
Hays

Intelligence Driven Advisers, LLC

CRD#7340818
Investment Advisor
in Fort Worth, TX

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About this Advisor

Roderick Hays is a financial advisor based in Fort Worth, Texas, working with Intelligence Driven Advisers, LLC. Roderick has previously held positions at Intelligence Driven Advisers, Goodnight Midstream, Sabre, and Texas Capital Bank. Roderick has passed the Series 65 regulatory exam and is registered to provide services in California and Texas. Currently, Roderick is part of Intelligence Driven Advisers, LLC, which operates out of Fort Worth, Texas. The firm has 3 offices and 18 employees. The firm manages assets totaling $977.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and educational seminars. The fee structure at Intelligence Driven Advisers, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

420 Throckmorton Street
Fort Worth, TX 76102

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Intelligence Driven Advisers, LLC Brokerage Details

Total Assets Under Management

$977,894,615

TX Average: $7,578,581,321
Total Number of Employees

18

TX Average: 43
Total Number of Accounts

1,002

TX Average: 3,727
Average Account Size

$975,943

TX Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Educational seminars/workshops

Roderick Hays Work History

2020 - Present (4 years)

Intelligence Driven Advisers

2018 - 2020 (2 years)

Goodnight Midstream

2017 - 2018 (1 year)

Sabre

2014 - 2017 (3 years)

Texas Capital Bank

Disclosures

Please visit the SEC profile of Roderick Hays to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Intelligence Driven Advisers, LLC

Roderick Hays
Fort Worth, TX
David Reyes
Carlsbad, CA
Faranak Gott
Carlsbad, CA
Bonnie Moseley
Fort Worth, TX
Frank Gesuale
Scottsdale, AZ
Thomas Ohanesian
Carlsbad, CA
Alex Klingensmith
Carlsbad, CA
Monique Jaramillo
Carlsbad, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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