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
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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.