Ceo/cfo · BHK Investment Advisors
Meredyth Roberts Hazzard
CRD 1427196 · Named on Form ADV at 2 SEC-registered advisers
At a glance
BHK Investment Advisors, an SEC-registered wealth manager based in Birmingham, AL with $794 million in regulatory assets, lists Meredyth Roberts Hazzard on its Form ADV as Ceo/cfo, a control person. The SEC filings also name Meredyth at 1 other registered adviser.
Firms and roles
- BHK Investment AdvisorsCeo/cfoWealth manager · Birmingham, AL · $794M in regulatory assets
- BHK Securities, LLCCEO / Finop / PFO / POOBroker-dealer firm · Birmingham, AL · $128M in regulatory assets
AtlasMembers
Meredyth’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 each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2000 (26 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 3 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Meredyth’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- James Bailey KnightChief Compliance Officer, BHK Investment Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Meredyth’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.