Robert Hewitt, financial advisor Fulton MD
96 score

Robert Hewitt

CRD Number: 5931904
Current Firm: Planning Solutions Group, LLC

Robert Hewitt (CRD# 5931904) is an Investment Advisor Representative working at Planning Solutions Group, LLC in Fulton, MD and has over 5 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
Triad Advisors Norcross, GA Dec 2017 - Current < 1
Planning Solutions Group Fulton, MD Nov 2017 - Current < 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
C Beach Brown LLC Annapolis, MD Jun 2011 - Jun 2012 1
Cheeky Green LLC Arnold, MD Jan 2011 - Jun 2011 < 1
American Federal Savings Bank Columbia, MD Nov 2010 - Jan 2011 < 1
The Worton Group LLC Chestertown, MD Jul 2009 - Nov 2010 1
Full-time Student Annapolis, MD Aug 2001 - Jul 2009 7
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: 301-543-6000
Registered State(s):
  • DC
  • VA
  • MD
By the Numbers
  • Total Assets Under Management
    816
    MILLIONS
  • Total Number of Accounts
    1,744
    ACCOUNTS
  • Average Account Value
    $467,642
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

DC, DE, FL, GA, MD, NC, NY, PA, SC, TX, VA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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