Unclaimed Profile

Kyle Shaffer Hewlett

HEWLETT DAVIDSON POWELL, LLC·BIRMINGHAM, Alabama

SIE, Series 7, Series 8, Series 63, Series 6526 years registeredHEWLETT DAVIDSON POWELL, LLC

4960 VALLEYDALE ROAD, BIRMINGHAM, AL 35242CRD# 1278322Firm CRD# 128612

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kyle Shaffer Hewlett · BIRMINGHAM, AL

Registration

CRD #1278322 · HEWLETT DAVIDSON POWELL, LLC · 26 years registered

Brand Profile

Not yet started

Career History

SAGESPRING WEALTH PARTNERS

Feb 2021 – present

SOUTHWESTERN INVESTMENT ADVISORY SERVICES, INC.

Feb 2017 – Mar 2019

FRANKLIN, TN

SOUTHWESTERN INVESTMENT ADVISORY SERVICES, INC.

Aug 2016 – Oct 2016

FRANKLIN, TN

HEWLETT DAVIDSON POWELL, LLC

Jan 2004 – Dec 2016

BIRMINGHAM, AL

RAYMOND JAMES FINANCIAL SERVICES

May 2000 – Jan 2004

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 63

Series 65

Registration record

First registered · May 12, 2000

Years registered · 26

Disclosure History

2013Customer Dispute·Denied

2005Customer Dispute·Denied

2001Customer Dispute·Denied

2001Customer Dispute·Settled

4 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

HEWLETT DAVIDSON POWELL, LLC

CRD 128612 · SEC 801-70078

AUM

$43M

Regulatory assets under management

Employees

213 client accounts

Services offered by HEWLETT DAVIDSON POWELL, LLC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at HEWLETT DAVIDSON POWELL, LLC →

Introduction

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Frequently Asked Questions

What services does Kyle Shaffer Hewlett offer?

Kyle Shaffer Hewlett specializes in Investment Management. Contact their office in BIRMINGHAM, Alabama for a consultation.

What are Kyle Shaffer Hewlett's credentials?

Kyle Shaffer Hewlett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kyle Shaffer Hewlett located?

Kyle Shaffer Hewlett is based in BIRMINGHAM, Alabama, working with HEWLETT DAVIDSON POWELL, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.

How does Kyle Shaffer Hewlett charge for services?

Kyle Shaffer Hewlett's firm is compensated through percentage of aum, hourly charges, subscription fees, other: asset based fee for pension consulting services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HEWLETT DAVIDSON POWELL, LLC?

HEWLETT DAVIDSON POWELL, LLC has approximately 1 employees and manages $43M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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