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Inactive

Alireza Hosseinlar

Team Hewins, LLC

Foster City, CA

CRD 7356120

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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 2022-09-12
  • CA RA
    APPROVED
    Since 2022-09-12

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
Marshfield Clinic Health System Marshfield WI 03/2019 10/2021
Menards Marshfield WI 03/2020 07/2020
Kwik Trip La Crosse WI 03/2021 01/2022
Team Hewins Redwood City CA 02/2022 02/2026
Stifel Finacial Corp. La Crosse WI 03/2021 06/2021
University Of Wisconsin - Marshfield/Wood County Marshfield WI 09/2017 11/2018
Viterbo University La Crosse WI 09/2021 12/2021
University Of Wisconsin - Marshfield/Wood County Marshfield WI 05/2017 12/2018
Sayfol High School Kuala Lumpur 08/2012 03/2017
Viterbo University La Crosse WI 08/2019 12/2021
Team Hewins Redwood City CA 02/2026 07/2026
Team Hewins Redwood City CA 08/2026 Present
  • 03/2019 → 10/2021
    Marshfield Clinic Health System
    Marshfield, WI
  • 03/2020 → 07/2020
    Menards
    Marshfield, WI
  • 03/2021 → 01/2022
    Kwik Trip
    La Crosse, WI
  • 02/2022 → 02/2026
    Team Hewins
    Redwood City, CA
  • 03/2021 → 06/2021
    Stifel Finacial Corp.
    La Crosse, WI
  • 09/2017 → 11/2018
    University Of Wisconsin - Marshfield/Wood County
    Marshfield, WI
  • 09/2021 → 12/2021
    Viterbo University
    La Crosse, WI
  • 05/2017 → 12/2018
    University Of Wisconsin - Marshfield/Wood County
    Marshfield, WI
  • 08/2012 → 03/2017
    Sayfol High School
    Kuala Lumpur
  • 08/2019 → 12/2021
    Viterbo University
    La Crosse, WI
  • 02/2026 → 07/2026
    Team Hewins
    Redwood City, CA
  • 08/2026 → Present
    Team Hewins
    Redwood City, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-10
  • S65 Uniform Investment Adviser Law Examination
    2022-09-10
Designations
  • Certified Financial Planner
Other Names
  • Alex Hosseinlar

View on SEC IAPD

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