Edward Hayde III
Advisor at Cetera
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Block Island, RI 02807
Credentials
Series 63
Industry experience
26 years
About
Edward Hayde III is a financial advisor at Cetera with 26 years of industry experience. He holds a Series 63 designation and has been associated with Cetera Advisors LLC since 2013. Outside of his advisory role, he is the owner of a bed and breakfast on Block Island, Rhode Island, and serves as board member and treasurer of a local nonprofit focused on environmental protection. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans, offering portfolio management, financial planning, and fiduciary solutions through a large network of independent advisors. The firm combines advisor-managed accounts, model portfolios, and third-party solutions, with unique retirement and fiduciary capabilities integrated into its broader institutional platform.
Client services
Based on Cetera
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Based on Cetera
Wealth management
Tax-loss harvesting
Retirement plans for business owners (SEP, solo 401k)
Charitable giving & philanthropy
Fee options
Flat fees for financial planning and consulting negotiated with client
$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)
Hourly consulting and financial planning rates negotiated with client
Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case
Location
30 Water St Ste 203 A
Block Island, RI 02807
Most active in
Edward H has reported serving >5 clients in these states in the last 12 months.
Rhode Island
Work history
Cetera
2024 - Present (2 years)
Cetera Advisors LLC
2013 - Present (13 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Thomas G
CFP®, Series 66
Westerly, RI
Edward Jones
Thomas Gardiner is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Edward Jones in 2018, he worked at The Washington Trust Company, Eli Cannons, and in education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.
Leah G
CFP®, Series 66
Westerly, RI
Edward Jones
Leah Gardiner is a CFP® and holds a Series 66 designation. She has 11 years of experience in the financial industry and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
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