Thaddaeus Hay
Financial advisor at Osaic Wealth, Inc. · Provo, UT
Last updated 2026-10-10
Claim your profileThaddaeus Hay is a financial advisor at Osaic Wealth, Inc. in Provo, UT, CRD 7943187. Licenses and exams on the registration: Series 66. IAPD registration began 2024-08-21.
Registration
- CRD number
- 7943187
- Registration status
- Active
- IAPD registration
- 2024-08-21
- Industry Experience
- 2 years
- Work Experience
- 10 years
- States registered
- FL, TX, UT
Licenses and exams
- Series 66
Work history
- 2017-05 to 2024-08 · Nozani/buy Box Experts/spreetail · Lindon, UT
- 2016-09 to 2017-03 · Alliance Limited · Provo, UT
- 2017-03 to 2017-05 · State Farm · Provo, UT
- 2024-06 to Present · Osaic Wealth, Inc. · Provo, UT
Current employment
- Osaic Wealth, Inc. · Scottsdale, AZ
Osaic Wealth, Inc.
- Regulatory AUM
- $234,858,518,740
- Registered advisors
- 8,060
- Offices
- 4,720
- Clients per advisor
- 71.4 (Moderate)
- Average AUM per client
- $408.1K (Low)
- High-net-worth client ratio
- 9.6% (Low)
Osaic Wealth, Inc.: advisors, services and reported ETF investments
About
Thaddaeus Hay is a financial advisor at Osaic Wealth, Inc. in Provo, UT. Reported securities licenses include Series 66. The latest record indicates 2 years of industry experience and 10 years of reported work history. Reported roles include Nozani/buy Box Experts/spreetail, State Farm, Alliance Limited.
SEC disclosures list additional business and community activities: 1: Soul purpose foundation position: president/co-founder nature: this is a non-profit that is run and funded by my wife and i; Investment related: no number of hours: 10 securities trading hours: 0 start date: 01/01/2023 address: 1689 north dutch mountain circle, midway ut 84049, united states description: coordinate community engagement and donations.
Osaic Wealth, Inc.'s firm-level Form ADV reports 8,060 advisors across 4,720 offices; approximately 71.4 clients per advisor, average assets per client of $408,086, and regulatory AUM of $234.9B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
What this firm offers
Filed by Osaic Wealth, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Sponsor or GP of Pooled Investment Vehicl
Location
5314 River Run Drive, Provo, UT 84604
10 advisors at this office.
Contact
The firm's filed contact details.
Official record
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