John W. Teed
Professional summary
John Whitney Teed, who also goes by John W Teed, is a registered financial advisor currently at HAYDEN HARPER WEALTH ADVISORY, LLC located in Charlotte, North Carolina.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. John has worked at 4 firms and has passed the Series 65, Series 66, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Whitney Teed's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 26, 2010 - Present
HAYDEN HARPER WEALTH ADVISORY, LLC
Office #1: 828 East Boulevard, Charlotte, NC 28203October 13, 2009 - March 13, 2014
IPI WEALTH MANAGEMENT, INC.
October 5, 2005 - March 20, 2006
SAMCO FINANCIAL SERVICES, INC.
January 5, 1993 - May 31, 2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
HAYDEN HARPER WEALTH ADVISORY, LLC
CRD#: 152091 / SEC#: 801-71103
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/26/2010)
(6/2/2020)
Exams
Current Firm
HAYDEN HARPER WEALTH ADVISORY, LLC
CRD#: 152091 / SEC#: 801-71103
Contact information
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 226 |
| AUM (Assets Under Management) | $ 168,760,651 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/28/2025 | ||
| 11/14/2024 | ||
| 09/25/2023 | ||
| 01/24/2023 |
Red Flags
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