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Hayden Mcconnell

Aprio Wealth Management, LLC

Atlanta, GA

CRD 7422002

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Employer firm

Aprio Wealth Management, LLC CRD 127333

$4.15B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Aprio Wealth Management, Llc

2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-05-19
  • GA RA
    APPROVED
    Since 2026-05-19

Branch Locations

2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Alpharetta GA 08/2021 02/2024
Crown Capital Investments Atlanta GA 06/2021 08/2021
University Of Georgia Athens GA 10/2018 05/2021
Cvs Health Roswell GA 03/2018 10/2018
University Of Georgia Athens GA 08/2016 03/2018
Wells Fargo Advisors Financial Network, Llc Atlanta GA 02/2024 06/2025
Aprio Wealth Management, Llc Atlanta GA 04/2026 Present
Wealth With No Regrets Alpharetta GA 07/2025 04/2026
  • 08/2021 → 02/2024
    Morgan Stanley
    Alpharetta, GA
  • 06/2021 → 08/2021
    Crown Capital Investments
    Atlanta, GA
  • 10/2018 → 05/2021
    University Of Georgia
    Athens, GA
  • 03/2018 → 10/2018
    Cvs Health
    Roswell, GA
  • 08/2016 → 03/2018
    University Of Georgia
    Athens, GA
  • 02/2024 → 06/2025
    Wells Fargo Advisors Financial Network, Llc
    Atlanta, GA
  • 04/2026 → Present
    Aprio Wealth Management, Llc
    Atlanta, GA
  • 07/2025 → 04/2026
    Wealth With No Regrets
    Alpharetta, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-17
  • S66 Uniform Combined State Law Examination
    2022-10-17
Designations
  • Certified Financial Planner
Other Names
  • Hayden A Mcconnell

View on SEC IAPD

Nearby Firms

LIQUID STRATEGIES, LLC
HB WEALTH
BISON WEALTH, LLC

Nearby Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON

Nearby Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA

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