Financial ADVSR advisor directory · SEC adviser records
Team Hewins, LLC financial advisors in Florida
Every SEC-registered investment adviser representative at a Team Hewins, LLC office in Florida, by city and A to Z.
4 registered advisors work at Team Hewins, LLC in Florida, out of 22 nationwide; it's the firm's number 2 state by advisors, and the most are in Boca Raton (3). 3 list the CFP designation and 0 are also registered broker representatives.
Team Hewins, LLC advisors by city in Florida
Every firm in Florida →Team Hewins, LLC advisors in Florida, A to Z
Search by name →- Philip HerzbergMiami · Certified Financial Planner
- Shelby G. MillerBoca Raton · Certified Financial Planner
- Kaycia M. RossiBoca Raton
- Karl A. SchwartzBoca Raton · Certified Financial Planner
Team Hewins, LLC advisors in every state →Team Hewins, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Team Hewins, LLC in other states
Questions
How many Team Hewins, LLC financial advisors are in Florida?
4 investment adviser representatives are registered at Team Hewins, LLC offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 22 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Where in Florida does Team Hewins, LLC have the most advisors?
Boca Raton, with 3, then Miami (1). Team Hewins, LLC has advisors in 2 cities in Florida.
How do I check a Team Hewins, LLC advisor in Florida?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Team Hewins, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.