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Kaycia Marie Rossi

Team Hewins, LLC

Boca Raton, FL

Foster City, CA

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Current Employers
Team Hewins, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-06-19
  • FL RA
    APPROVED
    Since 2025-06-19

Branch Locations

2255 Glades Road Suite 210E, Boca Raton, FL 33431 • United States

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
Team Hewins, Llc Boca Raton FL 06/2021 09/2025
Thornburg Investment Management, Inc. Santa Fe NM 06/2019 05/2021
Cambridge Associates, Llc Arlington VA 11/2017 05/2019
Akin Gump Strauss Hauer & Feld, Llc Washington DC 06/2017 11/2017
Value Insurance Agency, Inc. Alexandria VA 09/2013 05/2017
Team Hewins, Llc Boca Raton FL 10/2025 Present
  • 06/2021 → 09/2025
    Team Hewins, Llc
    Boca Raton, FL
  • 06/2019 → 05/2021
    Thornburg Investment Management, Inc.
    Santa Fe, NM
  • 11/2017 → 05/2019
    Cambridge Associates, Llc
    Arlington, VA
  • 06/2017 → 11/2017
    Akin Gump Strauss Hauer & Feld, Llc
    Washington, DC
  • 09/2013 → 05/2017
    Value Insurance Agency, Inc.
    Alexandria, VA
  • 10/2025 → Present
    Team Hewins, Llc
    Boca Raton, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-25
  • S65 Uniform Investment Adviser Law Examination
    2025-03-25
Other Names
  • Kaycia Marie Voorman

View on SEC IAPD

Other Firms

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AMERIPRISE FINANCIAL SERVICES, LLC
HIGHTOWER ADVISORS, LLC
ISAM FUNDS (USA) LLC
J.P. MORGAN SECURITIES LLC
FOCUS PARTNERS WEALTH, LLC
UBS FINANCIAL SERVICES INC.
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

THOMAS JETHRO DARDEN
Nancy JoeAnn Tush
LANCE P ROSS
BARBARA BLOOM VARGAS
ISABEL VOYER
JEFFREY MARK EAGLE
ELIZABETH V BRUNO
GREGORY DEHRMANN MISEYKO

Other Offices

SUN CAPITAL ADVISORS, L.P. · BOCA RATON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · BOCA RATON, FL
HIGHTOWER ADVISORS, LLC · Boca Raton, FL
ISAM FUNDS (USA) LLC · BOCA RATON, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL

More in Boca Raton, FL

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