Hayden Mcconnell
Investment adviser representative at Aprio Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
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
10 years in the industry.
- Aprio Wealth Management, LLCApr 2026 to now
- Wealth With No RegretsJul 2025 to Apr 2026
- Wells Fargo Advisors Financial Network, LLCFeb 2024 to Jun 2025
- Morgan StanleyAug 2021 to Feb 2024
- Crown Capital InvestmentsJun 2021 to Aug 2021
- University of GeorgiaOct 2018 to May 2021
- Cvs HealthMar 2018 to Oct 2018
- University of GeorgiaAug 2016 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (GA).
Aprio Wealth Management, LLC
$4.2BAssets managed
1,699Clients
37Advisers
22 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
- 7422002
- Firm CRD
- 127333