Robert Hewitt, financial advisor Fulton MD

Robert Hewitt

CRD Number: 5931904
Current Firm: Wealth Enhancement Advisory Services, LLC

Robert Hewitt (CRD# 5931904) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Fulton, MD and has over 11 years of experience in the finance industry. Robert Hewitt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Fulton, MD Jul 2019 - Current 4
Wealth Enhancement Group Fulton, MD Jul 2019 - Current 4
Wealth Enhancement Advisory Services Fulton, MD Jul 2019 - Current 4
Wealth Enhancement Brokerage Services Fulton, MD Jul 2019 - Current 4
Triad Advisors Norcross, GA Dec 2017 - Jul 2019 1
Planning Solutions Group Fulton, MD Nov 2017 - Jul 2019 1
Unemployed Ellicott City, MD Aug 2017 - Nov 2017 < 1
Sherman Wealth Management, LLC Gaithersburg, MD Jun 2017 - Aug 2017 < 1
Heritage Financial Consultants Hunt Valley, MD Apr 2015 - May 2017 2
Lincoln Financial Securities Columbia, MD Jun 2012 - Apr 2015 2
Richard L Hope Columbia, MD Apr 2012 - Apr 2015 3
Pilot Financial Advisors Columbia, MD May 2012 - Mar 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2012
S65 NASAA Investment Advisors Law Examination Dec 2012
Contact Info for Robert B. Hewitt
Phone Number: 763-417-1700
Registered State(s):
  • DC
  • MD
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    72,025
    MILLIONS
  • Total Number of Accounts
    154,394
    ACCOUNTS
  • Average Account Value
    $466,499
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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