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Christopher Ryan Anderson

Team Hewins, LLC

Foster City, CA

CRD 6424019

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Employer firm

Team Hewins, LLC CRD 291194

$3.97B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Team Hewins, Llc

950 Tower Lane Suite 1050, Foster City, CA 94404 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-05-29
  • CA RA
    APPROVED
    Since 2018-05-29

Branch Locations

950 Tower Lane Suite 1050, Foster City, CA 94404 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hewins Financial Advisors, Llc Redwood City CA 04/2015 06/2018
Team Hewins, Llc Redwood City CA 05/2018 12/2019
Team Hewins Redwood City CA 01/2020 01/2023
Team Hewins, Llc Redwood City CA 01/2023 02/2026
Team Hewins, Llc Redwood City CA 02/2026 Present
  • 04/2015 → 06/2018
    Hewins Financial Advisors, Llc
    Redwood City, CA
  • 05/2018 → 12/2019
    Redwood City, CA
  • 01/2020 → 01/2023
    Team Hewins
    Redwood City, CA
  • 01/2023 → 02/2026
    Redwood City, CA
  • 02/2026 → Present
    Redwood City, CA
Previous Registrations
  • 2014-11-21 → 2018-06-01
    Wipfli Financial Advisors, Llc
    Milwaukee, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-11-19
  • S65 Uniform Investment Adviser Law Examination
    2014-11-19

View on SEC IAPD

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