Heather
Brountas

Aon Hewitt Financial Advisors, LLC

CRD#3055206
Investment Advisor
in Charlotte, NC
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About this Advisor

Heather Brountas is a certified financial planner who works in Charlotte, North Carolina, with 15 years in the industry. Brountas is an employee of Aon Hewitt Financial Advisors, LLC. The advisor has gained experience at Alight Financial Advisors, LLC, Groth & Associates, Ameriprise Financial Services Inc, O'Keefe & Associates, Bonfiglio, Kiley & Associates, Axa Advisors, LLC and Alight Financial Solutions, LLC. Brountas holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in North Carolina. Aon Hewitt Financial Advisors, LLC is a registered investment firm headquartered in Charlotte, North Carolina. The company has a total of 50 employees. It manages $24 billion in total assets among its 197,349 accounts, placing it among the largest firms in the United States by assets under management. The company performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors are based on the financial services provided. Fees billed by Aon Hewitt Financial Advisors, LLC likely are comprised of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Others

Disclosures

No

Office Location

7201 Hewitt Associates Drive
Charlotte, NC 28262

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Aon Hewitt Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$26,995,269,177

NC Average: $3,625,019,099
Total Number of Employees

60

NC Average: 22
Total Number of Accounts

219,624

NC Average: 1,917
Average Account Size

$122,916

NC Average: $1,890,985

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Heather Brountas Work History

Heather has 15 years of experience.

2017 - Present (2 years)

Alight Financial Advisors, LLC

2017 - Present (2 years)

Alight Financial Solutions, LLC

2017 - 2017 (< 1 year)

Ameriprise Financial Services Inc

2016 - 2017 (1 year)

Axa Advisors, LLC

2015 - 2016 (1 year)

Ameriprise Financial Services Inc

2009 - 2009 (< 1 year)

O'Keefe & Associates

2009 - 2015 (6 years)

Bonfiglio, Kiley & Associates

2003 - 2008 (5 years)

Groth & Associates

Disclosures

Heather Brountas has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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