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Principal · Financial Symmetry Inc.

Haley J. Modlin

CRD 7212588 · Named on Form ADV at one SEC-registered adviser

At a glance

Financial Symmetry Inc., an SEC-registered wealth manager based in Raleigh, NC with $1.5 billion in regulatory assets, lists Haley J. Modlin on its Form ADV as Principal, a control person.

Firms and roles

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Haley’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (17)

12 more people named with Haley on the same filings, with titles and firms. Free in Atlas with a free account.

See all 17 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Haley’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.