Robert M. Hayden

TOTAL ALIGNMENT WEALTH ADVISORS

New York, NY 10001

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CRD#: 5881899

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.

Biography

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Question & Answer

What are your service offerings?

Investment Planning

Divorce Planning

Retirement Planning

Comprehensive Financial Planni...

Insurance Planning

Tax Planning

Employee and Employer Plan Ben...

Estate Planning

Business Succession Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Robert Hayden

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.

NAME: ATTORNEY; INVEST REL; 5 PENN PLAZA, 19TH FLOOR, NEW YORK, NY; NATURE: 01/2013; 10 HRS/WK DURING TRADING. NAME: NEW YORK UNIVERSITY; NOT INVEST REL; 383 LAFAYETTE STREET; NY, NY; NATURE: TEACHING; POSITION: ADJUNCT PROFESSOR; 05/2010; 12 HRS/MO; 0 HRS/MO DTRD; DUTIES: 3 HRS WEEK/ 1 DAY A WEEK, AS ADJUNCT PROF OF FINANCIAL PLANNING. NAME: CFP, POSITION: DIRECTOR OF THE BOARD, APPOINTED JANUARY 2011 TO A FOUR YEAR TERM - DOES NOT RECEIVE PAY FOR POSITION BUT IS REIMBURSED FOR BOARD RELATED TRAVEL.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert M Hayden's 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: 2009

Experience

Current

April 11, 2013 - Present

TOTAL ALIGNMENT WEALTH ADVISORS, LLC

Office #1: 5 Penn Plaza 19th Floor, New York, NY 10001

RIA

CRD#: 166538

New York, NY

Past

August 29, 2011 - January 8, 2013

MML INVESTORS SERVICES, LLC

CRD#: 10409

NEW YORK, NY

Past

February 11, 2011 - December 19, 2012

LENOX ADVISORS, INC.

RIA

CRD#: 119386

NEW YORK, NY

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

District of Columbia
(4/11/2013)

IAR

Florida
(11/16/2023)

IAR

New Jersey
(8/9/2013)

IAR

New York
(3/28/2021)

IAR

Texas
(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

State Security Law Exam

IAR

Series 66

Date: 10/29/2011

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/26/2011

General Securities Representative Examination

Current Firm

TOTAL ALIGNMENT WEALTH ADVISORS, LLC

TA PLANNERS | TOTAL ALIGNMENT WEALTH ADVISORS, LLC

CRD#: 166538 / SEC#:

District of Columbia

Registered Investment Advisory firm - (4/11/2013 Approved)

Florida

Registered Investment Advisory firm - (11/16/2023 Approved)

New Jersey

Registered Investment Advisory firm - (8/9/2013 Approved)

New York

Registered Investment Advisory firm - (4/10/2013 Approved)

Texas

Registered Investment Advisory firm - (6/4/2013 Approved)

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Contact information

Main Address

5 Penn Plaza 19th Floor, New York, NY 10001

Mailing Address

Phone number

(212) 913-9110

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

Contact information

(xxx) xxx-xxxx

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Robert M. Hayden

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert M Hayden's CRS (Customer Relationship Summary).

Certified licenses

Experience

TOTAL ALIGNMENT WEALTH ADVISORS, LLC

MML INVESTORS SERVICES, LLC

LENOX ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/29/2011

Series 7

Date: 8/26/2011

Current Firm

TOTAL ALIGNMENT WEALTH ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

TOTAL ALIGNMENT WEALTH ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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