Robert M Hayden
CFP®Professional Summary
Robert M Hayden, CFP®, who also goes by Robert Hayden, is a registered financial advisor currently at TOTAL ALIGNMENT WEALTH ADVISORS, LLC located in New York, New York. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Robert has worked at 3 firms and has passed the Series 66 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Investment Management
- Retirement Planning
- Financial Planning
- Risk Management & Insurance
- Tax Planning
- Business Services
- Estate & Legacy Planning
Specializations
Biography
Other Aliases
Robert Hayden
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
15 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
TA PLANNERS | TOTAL ALIGNMENT WEALTH ADVISORS, LLC
Contact Information
Main Address
5 Penn Plaza 19th Floor, New York, NY 10001Phone Number
(212) 913-9110# of Employees
5Documents
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(4/11/2013)
(11/16/2023)
(8/9/2013)
(3/28/2021)
(6/4/2013)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Robert M Hayden's CRS (Customer Relationship Summary).
Services Offered by Robert
- Investment Management
- Retirement Planning
- Financial Planning
- Risk Management & Insurance
- Tax Planning
- Business Services
- Estate & Legacy Planning
Similar Advisors
SUMMIT PLACE FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
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