AdFi
MH

Megan Hayden

Investment Adviser Representative at Tritonpoint Partners, LLC

Lajolla, CACRD #6923197Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
7 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Megan Hayden is an investment adviser representative with Tritonpoint Partners, LLC in Lajolla, CA, where they have been registered since 2025. They have worked in the securities industry since 2019 and have been registered with 4 firms, including Tritonpoint Wealth, LLC and Goldman Sachs Personal Financial Management. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California.

Office

8910 University Center Lane, Suite 11-113
San Diego, CA 92122

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California
Broker:
1 state or territory

California

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/21/2018
SIE
Securities Industry Essentials Examination
Passed 10/27/2018
Series 7
General Securities Representative Examination
Passed 10/26/2018

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

THE Leaders Group, Inc.Current
5/7/2025 – Lajolla, CA
Tritonpoint Partners, LLCCurrent
2/27/2025 – San Diego, CA
Tritonpoint Wealth, LLC
1/2/2024 – 8/11/2025San Diego, CA
Goldman Sachs Personal Financial Management
9/13/2021 – 11/3/2023San Diego, CA
Morgan Stanley
11/21/2018 – 7/8/2021La Jolla, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Morgan Stanley
    Sep 2018 – Feb 2021La Jolla, CA
  2. Century Bank
    Jan 2018 – Aug 2018Albuquerque, NM
  3. Concordia University
    Sep 2017 – Dec 2017Montreal
  4. Century Bank
    May 2017 – Aug 2017Albuquerque, NM
  5. The Rave Lab- Research Lab at UNM
    Jan 2016 – May 2017Albuquerque, NM
  6. Associated Students of the University of New Mexico
    Aug 2016 – May 2017Albuquerque, NM
  7. Morgan Stanley Private Bank, N.A.
    Feb 2021 – Jul 2021New York, NY
  8. Goldman Sachs PFM
    Jul 2021 – Oct 2023San Diego, CA
  9. TritonPoint Wealth, LLC
    Oct 2023 – no end date reportedLa Jolla, CA
  10. TritonPoint Partners, LLC
    Oct 2023 – no end date reportedLa Jolla, CA
  11. The Leaders Group Inc
    May 2025 – no end date reportedSummit, NJ

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Tritonpoint Partners, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
9
Offices listed on AdvisorFinder:
2
Main office:
Chevy Chase, MD
SEC file number:
801-131295

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of May 27, 2026

View full firm profile

Other advisors at Tritonpoint Partners, LLC

8 other advisors in the directory

View Tritonpoint Partners, LLC firm profile

Similar advisors in San Diego, CA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Megan Hayden has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched