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Alan Charles Hewitt

Hewitt Wealth Management Inc.

Newbury Park, CA

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Current Employers
Hewitt Wealth Management Inc.

Newbury Park, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-04-05
  • CA RA
    APPROVED
    Since 2024-04-05

Branch Locations

Newbury Park, CA • 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
Hewitt Financial Group Palmdale CA 09/2008 12/2022
Al Hewitt, Inc. Palmdale CA 09/2013 02/2020
Mercer Global Advisors Inc. Camerillo CA 12/2019 12/2022
Hewitt Wealth Management Inc. Newbury Park CA 01/2024 Present
Hewitt Advisors Newbury Park CA 01/2023 Present
  • 09/2008 → 12/2022
    Hewitt Financial Group
    Palmdale, CA
  • 09/2013 → 02/2020
    Al Hewitt, Inc.
    Palmdale, CA
  • 12/2019 → 12/2022
    Camerillo, CA
  • 01/2024 → Present
    Newbury Park, CA
  • 01/2023 → Present
    Hewitt Advisors
    Newbury Park, CA
Previous Registrations
  • 2019-12-13 → 2022-11-30
    Camerillo, CA
  • 2013-09-19 → 2020-02-27
    Al Hewitt, Inc.
    Camarillo, CA
    Camarillo, CA
Other Businesses

Alan Charles Hewitt is currently employed as Tax Advisor at Hewitt Advisors located at 501 S. Reino Road #384, Newbury Park, CA 91320. Mr. Hewitt began this position in January 2023. This activity accounts for approximately 10% of his time during trading hours and is not investment-related. Clients of HWM are not involved in, nor are they solicited to participate in this outside business activity.

Designations
Other Names
  • Chuck Hewitt
  • Charles Hewitt

View on SEC IAPD

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