Margaret Elizabeth Avery

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 05/2018
  Full Time Education
  Wilmette, IL
• 05/2018 → 09/2018
  Unemployed
  Lake Forest, IL
• 09/2018 → 01/2019
  Full Time Education
  Santa Clara, CA
• 06/2019 → 09/2019
  Sodexo
  Glencoe, IL
• 01/2019 → 06/2022
  Valley Sports Camp
  San Jose, CA
• 09/2021 → 06/2022
  Santa Clara University
  Santa Clara, CA
• 07/2022 → 05/2023
  San Jose Sharks
  San Jose, CA
• 05/2023 → 09/2024
  Ritz-Carlton Half Moon Bay
  Half Moon Bay, CA
• 09/2024 → 09/2025
  Ritz-Carlton Half Moon Bay
  Half Moon Bay, CA
• 09/2025 → 03/2026
  Unemployed
  San Francisco, CA
• 03/2026 → Present
  Team Hewins, Llc
  Foster City, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-05

Other Names

• Maggie Elizabeth Avery
• Maggie Avery