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Roger Colburn Hewins

Team Hewins, LLC

Foster City, CA

Boca Raton, FL

CRD 2205798

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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
FL RA APPROVED 2018-10-16
CA RA APPROVED 2018-05-29
TX RA APPROVED 2018-05-29
  • FL RA
    APPROVED
    Since 2018-10-16
  • CA RA
    APPROVED
    Since 2018-05-29
  • TX RA
    APPROVED
    Since 2018-05-29

Branch Locations

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

2255 Glades Road Suite 210-E, Boca Raton, FL 33431 • 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
Wipfli Hewins Investment Advisors, Llc Redwood City CA 07/2000 05/2018
Hewins Financial Advisors, Llc Boca Raton FL 10/1999 06/2018
Team Hewins, Llc Boca Raton FL 05/2018 05/2023
Team Hewins, Llc Boca Raton FL 06/2023 Present
  • 07/2000 → 05/2018
    Wipfli Hewins Investment Advisors, Llc
    Redwood City, CA
  • 10/1999 → 06/2018
    Hewins Financial Advisors, Llc
    Boca Raton, FL
  • 05/2018 → 05/2023
    Team Hewins, Llc
    Boca Raton, FL
  • 06/2023 → Present
    Team Hewins, Llc
    Boca Raton, FL
Previous Registrations
  • 2000-05-02 → 2018-06-01
    Wipfli Financial Advisors, Llc
    Foster City, CA
    Milwaukee, WI
    Redwood City, CA
  • 2001-04-20 → 2013-07-03
    Wipfli Hewins Investment Advisors Llc
    San Mateo, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-07-25
  • S65 Uniform Investment Adviser Law Examination
    2000-07-25
Other Names
  • Roger Hewins

View on SEC IAPD

Nearby Firms

CITIGROUP GLOBAL MARKETS INC.
U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC

Nearby Investors

TONY HUNG NGUY
DYLAN BOWSKY
Ronald Timothy Clement

Nearby Offices

CITIGROUP GLOBAL MARKETS INC. · Foster City, CA
U.S. BANCORP ADVISORS, LLC · Foster City, CA
J.P. MORGAN SECURITIES LLC · SAN MATEO, CA

More in Foster City, CA

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