Evan HewittCRD Number: 6924104
Current Firm: Compass Ion Advisors, LLC
Evan Hewitt (CRD# 6924104) is an Investment Advisor Representative working at Compass Ion Advisors, LLC in Conshohocken, PA and has over 2 years of experience in the finance industry.
Lpl Financial LLC
Affinity Wealth Management LLC
Oppenheimer & Company Inc.
|Compass Ion Advisors, LLC||Conshohocken, PA||Mar 2018 - Current||4|
|Eastern University||St. Davids, PA||Jun 2016 - Apr 2018||1|
|Eastern University||St. Davids, PA||Jul 2011 - Jun 2016||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2020|
Total Assets Under Management871MILLIONS
Total Number of Accounts2,708ACCOUNTS
Average Account Value$321,476
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, DE, FL, GA, MA, MD, ME, NC, NH, NJ, NY, PA, SC, TN, TX, VA, WA
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