Hayden Merrick Porter
Professional Summary
Hayden Merrick Porter, who also goes by Hayden M Porter, Hayden Merrick Porter Mr., is a registered financial advisor currently at OBERMEYER WEALTH PARTNERS located in Aspen, Colorado. Hayden is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Hayden has worked at 4 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Hayden Merrick Porter, Hayden M Porter, Hayden Merrick Porter Mr.
Similar Advisors
OXFORD WEALTH GROUP, LLC
ALLSTATE FINANCIAL SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
OSAIC WEALTH, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
OXFORD WEALTH GROUP, LLC
ALLSTATE FINANCIAL SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
OSAIC WEALTH, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
OXFORD WEALTH GROUP, LLC
ALLSTATE FINANCIAL SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
OSAIC WEALTH, INC.
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.
Similar Advisors
OXFORD WEALTH GROUP, LLC
ALLSTATE FINANCIAL SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
OSAIC WEALTH, INC.
Years of Experience
12 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
OXFORD WEALTH GROUP, LLC
ALLSTATE FINANCIAL SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
OSAIC WEALTH, INC.
Current Firm
OBERMEYER ASSET MANAGEMENT CO | OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | OBERMEYER WEALTH PARTNERS | OBERMEYER ASSET MANAGEMENT, LLC
Contact Information
Main Address
501 Rio Grande Place Suite 107, Aspen, CO 81611Phone Number
(970) 925-8747# of Employees
31SEC notice filing (26 States and Territories)
Registered to provide investment advisory services in 26 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,732AUM (Assets Under Management)
$3,034,106,485Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/25/2026 | Cover Page | Report |
| 11/21/2025 | Cover Page | Report |
| 06/27/2024 | Cover Page | Report |
| 12/22/2023 | Cover Page | Report |
Similar Advisors
OXFORD WEALTH GROUP, LLC
ALLSTATE FINANCIAL SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
OSAIC WEALTH, INC.
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.
The advisor shows no other business activity.
Similar Advisors
OXFORD WEALTH GROUP, LLC
ALLSTATE FINANCIAL SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
OSAIC WEALTH, INC.
Primary Firm SEC Registration
OBERMEYER ASSET MANAGEMENT CO | OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | OBERMEYER WEALTH PARTNERS | OBERMEYER ASSET MANAGEMENT, LLC
State Registrations and Notice Filings
(11/20/2023)
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.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 2014About the Series 6 examSimilar Advisors
OXFORD WEALTH GROUP, LLC
ALLSTATE FINANCIAL SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
OSAIC WEALTH, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Hayden Merrick Porter's CRS (Customer Relationship Summary).
Similar Advisors
OXFORD WEALTH GROUP, LLC
ALLSTATE FINANCIAL SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
OSAIC WEALTH, INC.