Aon Hewitt Financial Advisors, LLC

Aon Hewitt Financial Advisors, LLC (CRD# 158744) is a financial advisory firm headquartered in Charlotte, NC. They manage $26,995,269,177 in 219,624 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    26,995
    MILLION
  • Total Number of Accounts
    219,624
    ACCOUNTS
  • Average Account Value
    $122,916
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Aon Hewitt Financial Advisors, LLC
Showing 1 - 10 of 40 top financial advisors.
1
Tenita J. Abraham
CRD#: 4205336
Charlotte, NC 28262

Tenita Abraham (CRD# 4205336) is an Investment Advisor Representative working at Aon Hewitt Financial Advisors, LLC in Charlotte, NC and has over 18 years of experience in the finance industry.

2
Ronald W. Baker
CRD#: 2098564
Charlotte, NC 28262

Ronald Baker (CRD# 2098564) is an Investment Advisor Representative working at Aon Hewitt Financial Advisors, LLC in Charlotte, NC and has over 10 years of experience in the finance industry.

3
Zachary D. Ballard
CRD#: 6077383
Orlando, FL 32828

Zachary Ballard (CRD# 6077383) is an Investment Advisor Representative working at Aon Hewitt Financial Advisors, LLC in Orlando, FL and has over 7 years of experience in the finance industry.

4
Jeffrey J. Barling
CRD#: 4292041
Sacramento, CA 95834

Jeffrey Barling (CRD# 4292041) is an Investment Advisor Representative working at Aon Hewitt Financial Advisors, LLC in Sacramento, CA and has over 18 years of experience in the finance industry.

5
Michael K. Bartgis
CRD#: 2284952
Charlotte, NC 28262

Michael Bartgis (CRD# 2284952) is an Investment Advisor Representative working at Aon Hewitt Financial Advisors, LLC in Charlotte, NC and has over 14 years of experience in the finance industry.

6
Kelly S. Bielski
CRD#: 2451975
Charlotte, NC 28262

Kelly Bielski (CRD# 2451975) is an Investment Advisor Representative working at Aon Hewitt Financial Advisors, LLC in Charlotte, NC and has over 25 years of experience in the finance industry.

7
Heather A. Brountas
CRD#: 3055206
Charlotte, NC 28262

Heather Brountas (CRD# 3055206) is an Investment Advisor Representative working at Aon Hewitt Financial Advisors, LLC in Charlotte, NC and has over 20 years of experience in the finance industry. Heather Brountas 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.

8
Justin Carras
CRD#: 5768886
Charlotte, NC 28262

Justin Carras (CRD# 5768886) is an Investment Advisor Representative working at Aon Hewitt Financial Advisors, LLC in Charlotte, NC and has over 9 years of experience in the finance industry.

9
Amanda J. Cheng
CRD#: 6244273
Charlotte, NC 28262

Amanda Cheng (CRD# 6244273) is an Investment Advisor Representative working at Aon Hewitt Financial Advisors, LLC in Charlotte, NC and has over 5 years of experience in the finance industry.

10
Nicholas V. Chouteau
CRD#: 6111670
Charlotte, NC 28262

Nicholas Chouteau (CRD# 6111670) is an Investment Advisor Representative working at Aon Hewitt Financial Advisors, LLC in Charlotte, NC and has over 6 years of experience in the finance industry.

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