Samantha
Hays
Embree Financial Group
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About this Advisor
Samantha Hays is a financial advisor operating out of Chicago, Illinois who has 6 years of relevant experience. Hays works at Embree Financial Group. Over the course of their career, Hays has held roles at Embree Financial Group and Full Time Education. Hays maintains a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in Illinois. Embree Financial Group is an advisory company based in Chicago, IL. It controls $2 billion in total assets between its 620 client accounts, placing it among the biggest firms in the country by assets under management. Of its 620 customer accounts, 87% belong to high-net-worth clients who have at least $1 million in assets available to invest. Embree Financial Group has a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Fees for financial advice largely are based on the financial services offered. Fee types charged by Embree Financial Group likely include some combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Embree Financial Group Brokerage Details
$1,627,630,690
14
620
$2,625,211
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Samantha Hays Work History
Samantha has been registered as a financial advisor for 6 years.*
Embree Financial Group
Full Time Education
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Samantha 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 Embree Financial Group
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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