DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

V••• C••••••• H•••••

M••••• A•••••••independent RIAHarrison, NyIA-onlyIAPD 240424

Certified Financial Planner

Feed of 09/14/2026

At current firm

1 y

since Oct 1, 2024

In the industry

40 y

since Oct 31, 1985 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Designations: CFPreportedmonecoadvisors.comas printed on the bio page, Sep 16, 2026
Boards named: College of Financial Planningreportedmonecoadvisors.comphrases on the bio page
Professional profile: monecoadvisors.com/our-team/vern-haydenreportedmonecoadvisors.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

M••••• A••••••• i••••••••• wealth current
since Oct 1, 2024 · Harrison, Ny
I••••••••• A•••••• A•••••••• L•• i••••••••• wealth
Aug 13, 2021 to Oct 3, 2024 · Westport, Ct
S•••••••• F•••••••• G••••• I••• i••••••••• wealth
Jul 1, 2020 to Aug 23, 2021 · Stamford, Ct
M•••• C••••••• A••••••• S•••••• BD affiliated
Oct 12, 2017 to Jun 30, 2020 · South Salem, Ny
G••••• W••••• M••••••••• I••• BD affiliated
Jan 3, 2006 to Jul 26, 2017 · Fairfield, Ct
H••••• F•••••••• G••••• L•• unclassified
Nov 4, 2002 to Nov 27, 2007 · Westport, Ct
C••••• A•••••• N••••••• L•• former
Apr 12, 1995 to Dec 31, 2005 · Westport, Ct

Moves

a registration end followed by a registration begin elsewhere

I••••••••• A•••••• A•••••••• L•• to M••••• A•••••••
left Oct 3, 2024, registered Oct 1, 2024 (-2 days) · RIA to RIA
S•••••••• F•••••••• G••••• I••• to I••••••••• A•••••• A•••••••• L••
left Aug 23, 2021, registered Aug 13, 2021 (-10 days) · RIA to RIA
M•••• C••••••• A••••••• S•••••• to S•••••••• F•••••••• G••••• I•••
left Jun 30, 2020, registered Jul 1, 2020 (1 days) · Affiliated broker-dealer or bank to independent RIA
G••••• W••••• M••••••••• I••• to M•••• C••••••• A••••••• S••••••
left Jul 26, 2017, registered Oct 12, 2017 (78 days) · Other
H••••• F•••••••• G••••• L•• to G••••• W••••• M••••••••• I•••
left Nov 27, 2007, registered Jan 3, 2006 (-693 days) · Other
C••••• A•••••• N••••••• L•• to H••••• F•••••••• G••••• L••
left Dec 31, 2005, registered Nov 4, 2002 (-1153 days) · Other

Signals

V••• C••••••• H••••• left I••••••••• A•••••• A•••••••• L•• for M••••• A••••••• (registered 2024-10-01)
Oct 3, 2024 · a•••••• firm change · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 40derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address