Investment adviser representative · Hale & Doerr Wealth Management LLC
Tripp C. Hale
CRD 4478068 · Gulf Breeze, FL
At a glance
Tripp C. Hale is an investment adviser representative with Hale & Doerr Wealth Management LLC in Gulf Breeze, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Tripp’s SEC record dates to 2002, about 24 years ago. Designations on file: Certified Financial Planner.
Current advisory firms
- Hale & Doerr Wealth Management LLCSince October 2019Gulf Breeze, FL · State-registered or not in the SEC’s list
- Hale Wealth Management, LLCSince September 2026Pensacola, FL · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Tripp’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
- 6 firmsLocked
- 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.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.