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Hayden M. Porter

OBERMEYER WEALTH PARTNERS
Aspen, CO 81611
Some features on this profile are disabled
CRD#: 6385641
HP

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.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Hayden M Porter | Hayden Merrick Porter Mr.

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 advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hayden Merrick Porter'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®
None

Experience

Current

November 20, 2023 - Present

OBERMEYER WEALTH PARTNERS

Office #1: 501 Rio Grande Place Suite 107, Aspen, CO 81611
RIA
CRD#: 110069
Aspen, CO
Past

October 26, 2020 - May 5, 2021

LPL FINANCIAL LLC

RIA
CRD#: 6413
GREENWOOD VILLAGE, CO
Past

October 26, 2020 - May 5, 2021

LPL FINANCIAL LLC

BD
CRD#: 6413
GREENWOOD VILLAGE, CO
Past

September 16, 2016 - July 5, 2019

MORGAN STANLEY

RIA
CRD#: 149777
GREENWOOD VILLAGE, CO
Past

July 12, 2016 - July 5, 2019

MORGAN STANLEY

BD
CRD#: 149777
GREENWOOD VILLAGE, CO
Past

August 28, 2014 - May 24, 2016

EMPOWER FINANCIAL SERVICES, INC.

BD
CRD#: 13109
GREENWOOD VILLAGE, CO

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".
OW
OBERMEYER WEALTH PARTNERS
OBERMEYER ASSET MANAGEMENT CO | OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | OBERMEYER WEALTH PARTNERS | OBERMEYER ASSET MANAGEMENT, LLC

CRD#: 110069 / SEC#: 801-54953

RIA
Registered Investment Advisory firm - (10/10/1997 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
Colorado
(11/20/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/20/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 9/16/2016
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/9/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/12/2016
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/28/2014
Investment Company Products/Variable Contracts Representative Examination

Current Firm

OW
OBERMEYER WEALTH PARTNERS
OBERMEYER ASSET MANAGEMENT CO | OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | OBERMEYER WEALTH PARTNERS | OBERMEYER ASSET MANAGEMENT, LLC

CRD#: 110069 / SEC#: 801-54953

RIA
Registered Investment Advisory firm - (10/10/1997 Approved)
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Contact information

Main Address
501 Rio Grande Place Suite 107, Aspen, CO 81611
Mailing Address
Phone number
(970) 925-8747
Established
Firm type
Fiscal year end
# of Employees
28

SEC notice filing (28 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

20250529 OWP FORM ADV PART 2A (5/29/2025)

Regulatory assets under management

Total Number of Accounts2,552
AUM (Assets Under Management)$ 2,605,361,223

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
11/21/2025
Cover Page
Report
06/27/2024
Cover Page
Report
12/22/2023
Cover Page
Report
02/06/2023
Cover Page
Report

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.

Company Information

OBERMEYER WEALTH PARTNERS

CRD#: 110069Aspen, CO 81611

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