Megan L. Hayden

TRITONPOINT PARTNERS

San Diego, CA 92122

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CRD#: 6923197

Professional summary

Megan Leigh Hayden, who also goes by Megan Leigh Hayden, is a registered financial advisor currently at TRITONPOINT PARTNERS, LLC located in San Diego, California and THE LEADERS GROUP, INC. located in Summit, New Jersey.

Megan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Megan has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Megan Leigh 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.

1.) TRITON POINT WEALTH - 10/6/23 - 4225 Executive Square, Suite 1220, LaJolla, CA 92037 - Senior Assoc/Relationship Manager, Sales, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) TRITON POINT PARTNERS - 10/6/23 - 4225 Executive Square, Suite 1220, LaJolla, CA 92037 - Relationship Manager, Financial Planning, Invt Rel, RIA, 160 hrs/mo; 160 hrs/mo (during trading hours).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Megan Leigh 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®

None

Experience

Current

February 27, 2025 - Present

TRITONPOINT PARTNERS, LLC

Office #1: 8910 University Center Lane Suite 310, San Diego, CA 92122

RIA

CRD#: 333259

San Diego, CA

Current

May 7, 2025 - Present

THE LEADERS GROUP, INC.

Office #1: 475 Springfield Ave, Summit, NJ 07901

CRD#: 37157

SUMMIT, NJ

Past

January 2, 2024 - August 11, 2025

TRITONPOINT WEALTH, LLC

RIA

CRD#: 328398

San Diego, CA

Past

September 13, 2021 - November 3, 2023

UNITED CAPITAL FINANCIAL ADVISORS

RIA

CRD#: 134600

San Diego, CA

Past

September 13, 2021 - November 3, 2023

GOLDMAN SACHS & CO. LLC

CRD#: 361

SAN DIEGO, CA

Past

November 21, 2018 - July 8, 2021

MORGAN STANLEY

RIA

CRD#: 149777

La Jolla, CA

Past

October 26, 2018 - July 8, 2021

MORGAN STANLEY

CRD#: 149777

La Jolla, CA

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".

TRITONPOINT PARTNERS, LLC

CRD#: 333259 / SEC#: 801-131295

RIA

Registered Investment Advisory firm - (10/18/2024 Approved)

Maryland

Registered Investment Advisory firm - (3/3/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

California
(2/27/2025)

California
(5/7/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/21/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/27/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/26/2018

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

TRITONPOINT PARTNERS, LLC

CRD#: 333259 / SEC#: 801-131295

RIA

Registered Investment Advisory firm - (10/18/2024 Approved)

Maryland

Registered Investment Advisory firm - (3/3/2025 Terminated)

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Contact information

Main Address

5404 Wisconsin Ave Ste. 330, Chevy Chase, MD 20815

Mailing Address

Phone number

(301) 799-9001

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TPP ADV BROCHURE (8/6/2025)

Regulatory assets under management

Total Number of Accounts	242
AUM (Assets Under Management)	$ 110,346,271

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

Megan L. Hayden

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Megan Leigh Hayden's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE LEADERS GROUP, INC.

TRITONPOINT WEALTH, LLC

UNITED CAPITAL FINANCIAL ADVISORS

GOLDMAN SACHS & CO. LLC

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

TRITONPOINT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/21/2018

SIE

Date: 10/27/2018

Series 7

Date: 10/26/2018

FINRA

Current Firm

TRITONPOINT PARTNERS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRITONPOINT PARTNERS, LLC

TRUST BUT VERIFY

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