Hayden Merrick Porter
Investment adviser representative at Obermeyer Wealth Partners
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3BFirm assets
Are you Hayden Merrick Porter? 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
Experience
10 years in the industry.
- Obermeyer Wealth PartnersNov 2023 to now
- Obermeyer Wood Investment Counsel, LllpDec 2022 to now
- KrollApr 2021 to Dec 2022
- LPL FinancialOct 2020 to Apr 2021
- Ondeck CapitalJul 2019 to Jul 2020
- Morgan StanleyMay 2016 to Jul 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2016
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CO).
Obermeyer Wealth Partners
Legal name: Obermeyer Wood Investment Counsel, Lllp
$3BAssets managed
1,157Clients
19Advisers
28 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
- 6385641
- Firm CRD
- 110069