Claudia M Hayden
Investment adviser representative at Regatta Research & Money Management L.L.C.
23 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$211.5MFirm assets
Are you Claudia M Hayden? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
23 years in the industry.
- Regatta Research & Money Management L.L.C.Jan 2003 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (LA).
Regatta Research & Money Management L.L.C.
$211.5MAssets managed
554Clients
6Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4185878
- Firm CRD
- 113181