Hayden Merrick Porter

Employer firm

Obermeyer Wealth Partners CRD 110069

$3.03B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 07/2019
  Morgan Stanley
  Greenwood Village, CO
• 07/2019 → 07/2020
  Ondeck Capital
  Denver, CO
• 10/2020 → 04/2021
  Lpl Financial
  Englewood, CO
• 04/2021 → 12/2022
  Kroll
  Denver, CO
• 12/2022 → Present
  Obermeyer Wood Investment Counsel, Lllp
  Denver, CO

Previous Registrations

• 2020-10-26 → 2021-05-05
  Lpl Financial Llc
  Greenwood Village, CO
• 2016-09-16 → 2019-07-05
  Morgan Stanley
  Greenwood Village, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-20
• S66 Uniform Combined State Law Examination
  2016-09-16
• S63 Uniform Securities Agent State Law Examination
  2014-09-09

Designations

• Certified Financial Planner

Other Names

• Hayden M Porter
• Hayden Merrick Porter