MH
CFP
MH
CFP

Megan Hayden

7 Years of Experience
Chevy Chase, MD
BrokerSells Insurance

Megan Hayden is a CFP-designated registered investment advisor, based in Chevy Chase, MD, with 7 years of industry experience.

Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Megan works as a Senior Assoc/Relationship Manager in sales, investment-related activities, and insurance business at Triton Point Wealth. She also works as a Relationship Manager in financial planning and RIA activities at Triton Point Partners, dedicating full-time hours to each role.

Employment History
Current Registrations
The Leaders Group, INC.
May 2025 - Present · 1 yr
The Leaders Group, INC.Broker
May 2025 - Present · 1 yr
Tritonpoint Partners, LLC
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Tritonpoint Wealth, LLC
January 2024 - August 2025 · 1 yr 7 mos
Goldman Sachs Personal Financial Management
September 2021 - November 2023 · 2 yrs 2 mos
Goldman Sachs & CO. LLCBroker
September 2021 - November 2023 · 2 yrs 2 mos
Morgan Stanley
November 2018 - July 2021 · 2 yrs 8 mos
Morgan StanleyBroker
October 2018 - July 2021 · 2 yrs 9 mos
State Registrations1 state
CA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Megan Hayden - Financial Advisor | TrueAdvisor