Charles
Hewes

Newedge Advisors

CRD#1077166
Investment Advisor
in Gulfport, MS

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About this Advisor

Charles Hewes is a financial advisor who works in Gulfport, Mississippi. Hewes works at Newedge Advisors. Throughout their career, Hewes has worked at Wells Fargo Advisors LLC, Lpl Financial LLC, Stratos Wealth Partners, LTD and Newedge Advisors, LLC (Gwm Advisors, LLC). Hewes holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and can advise clients in Mississippi. Newedge Advisors is a registered investment company headquartered in New Orleans, LA. It has offices in 99 locations and a total of 499 financial advisors. It manages $13 billion in total assets among its 48,067 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 114 charities and foundations. Of its 48,067 accounts, 27% are associated with high-net-worth clients who have at least $1 million in assets. Newedge Advisors has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fees billed by Newedge Advisors may include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

302 Courthouse Road, Suite D
Gulfport, MS 39507

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Newedge Advisors Brokerage Details

Total Assets Under Management

$12,683,180,123

MS Average: $486,181,852
Total Number of Employees

499

MS Average: 13
Total Number of Accounts

48,067

MS Average: 722
Average Account Size

$263,865

MS Average: $673,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Charles Hewes Work History

Charles has been registered as a financial advisor for 0 years.*

2017 - Present (7 years)

Newedge Advisors, LLC (Gwm Advisors, LLC)

2013 - Present (11 years)

Lpl Financial LLC

2013 - 2017 (4 years)

Stratos Wealth Partners, LTD

2009 - 2013 (4 years)

Wells Fargo Advisors LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Charles Hewes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Newedge Advisors

Jared Mcgahee
New Orleans, LA
Nathaniel Novak
New Orleans, LA
Jennifer Kahl
New Orleans, LA
Erik Olson
New Orleans, LA
Kathaleen Muilwyk
New Orleans, LA
James Smith
Monroe, LA
Richard Rush
Novi, MI
Rick Meyeres
New Orleans, LA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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