Vern C. Hayden

MONECO ADVISORS

Harrison, NY 10528-2418

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CRD#: 240424

Professional summary

Vern Clarence Hayden, CFP® is a registered financial advisor currently at MONECO ADVISORS located in Harrison, New York.

Vern is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1973. Vern has worked at 11 firms and has passed the Series 65, Series 63, SIE and Series 00 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The Center for Retirement and Investment Planning, LLC,55 Greens Farms Rd, Suite 263, West Port, CT 06880. Doing Business As, Owner, investment related, 60% time spent on activity during securities hours 08/2021 - Rightirement - DBA for IAA business - 100% Fixed Life insurance

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vern Clarence Hayden's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1978

Experience

Current

October 1, 2024 - Present

MONECO ADVISORS

Office #1: 440 Mamaroneck Ave Ste 401, Harrison, NY 10528-2418

RIA

CRD#: 171922

Harrison, NY

Past

August 13, 2021 - October 3, 2024

INDEPENDENT ADVISOR ALLIANCE, LLC

RIA

CRD#: 168267

Westport, CT

Past

July 1, 2020 - August 23, 2021

SOVEREIGN FINANCIAL GROUP, INC.

RIA

CRD#: 294314

STAMFORD, CT

Past

October 12, 2017 - June 30, 2020

MONEY CONCEPTS CAPITAL CORP

RIA

CRD#: 12963

South Salem, NY

Past

September 26, 2017 - June 30, 2020

MONEY CONCEPTS CAPITAL CORP

CRD#: 12963

South Salem, NY

Past

January 3, 2006 - July 26, 2017

GENEOS WEALTH MANAGEMENT, INC.

RIA

CRD#: 120894

WESTPORT, CT

Past

January 3, 2006 - July 26, 2017

GENEOS WEALTH MANAGEMENT, INC.

CRD#: 120894

WESTPORT, CT

Past

November 4, 2002 - November 27, 2007

HAYDEN FINANCIAL GROUP, LLC

RIA

CRD#: 117346

WESTPORT, CT

Past

April 12, 1995 - December 31, 2005

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

WESTPORT, CT

Past

January 4, 1988 - December 31, 2005

CETERA WEALTH SERVICES, LLC

CRD#: 13572

WESTPORT, CT

Past

March 20, 1987 - December 16, 1987

BROADPOINT DESCAP

CRD#: 14997

Past

August 2, 1985 - March 17, 1987

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

February 2, 1981 - July 26, 1984

FINANCIAL PLANNERS EQUITY CORPORATION

CRD#: 7420

Past

November 1, 1973 - March 2, 1981

SOUTHMARK FINANCIAL SERVICES, INC.

CRD#: 6518

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MONECO ADVISORS

CRD#: 171922 / SEC#: 801-80027

RIA

Registered Investment Advisory firm - (7/14/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Connecticut
(10/1/2024)

IAR

New York
(10/1/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/17/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/31/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

Principal/Supervisory Exam

Series 00

Date: 10/25/1973

General Securities Principal Examination

Current Firm

MONECO ADVISORS

CRD#: 171922 / SEC#: 801-80027

RIA

Registered Investment Advisory firm - (7/14/2014 Approved)

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Contact information

Main Address

2150 Post Road, Suite 201, Fairfield, CT 06824

Mailing Address

Phone number

(203) 319-3550

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (35 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV 2A: FIRM BROCHURE (8/18/2025)

WRAP PROGRAM BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	6,130
AUM (Assets Under Management)	$ 1,915,081,746

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Vern C. Hayden

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vern Clarence Hayden's CRS (Customer Relationship Summary).

Certified licenses

Experience

INDEPENDENT ADVISOR ALLIANCE, LLC

SOVEREIGN FINANCIAL GROUP, INC.

MONEY CONCEPTS CAPITAL CORP

MONEY CONCEPTS CAPITAL CORP

GENEOS WEALTH MANAGEMENT, INC.

GENEOS WEALTH MANAGEMENT, INC.

HAYDEN FINANCIAL GROUP, LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

BROADPOINT DESCAP

INTEGRATED RESOURCES EQUITY CORPORATION

FINANCIAL PLANNERS EQUITY CORPORATION

SOUTHMARK FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

MONECO ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 6/17/1994

Series 63

Date: 10/31/1985

SIE

Date: 10/1/2018

Series 00

Date: 10/25/1973

Current Firm

MONECO ADVISORS

Contact information

SEC notice filing (35 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MONECO ADVISORS

TRUST BUT VERIFY

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