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Alight Financial Advisors, LLC CRD 158744
$35.1B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
9300 Harris Corners Parkway Suite 105, Charlotte, NC 28269 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-11-29 |
| NC | RA | APPROVED | 2011-11-02 |
Branch Locations
9300 Harris Corners Parkway Suite 105, Charlotte, NC 28269 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hewitt Associates Llc | Charlotte | NC | 02/2006 | Present |
| Hewitt Financial Services Llc | Charlotte | NC | 02/2006 | Present |
| Aon Hewitt Financial Advisors Llc | Charlotte | NC | 11/2011 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-29 |
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