Unclaimed Profile

Adele Hughes Berwanger

CANTERBURY CONSULTING INCORPORATED·NEWPORT BEACH, California

Series 7, Series 24, Series 6329 years registeredCANTERBURY CONSULTING INCORPORATED

660 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA 92660-6404CRD# 2068413Firm CRD# 22875

Profile Verification

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

Identity

Adele Hughes Berwanger · NEWPORT BEACH, CA

Registration

CRD #2068413 · CANTERBURY CONSULTING INCORPORATED · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CANTERBURY CONSULTING INCORPORATED

CANTERBURY CONSULTING INCORPORATED

Jul 1997 – Oct 2021

NEWPORT BEACH, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

2002Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

CANTERBURY CONSULTING INCORPORATED

CRD 22875 · SEC 801-34756

AUM

$6.6B

Regulatory assets under management

Employees

4,358 client accounts

Services offered by CANTERBURY CONSULTING INCORPORATED

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at CANTERBURY CONSULTING INCORPORATED →

Introduction

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Frequently Asked Questions

What services does Adele Hughes Berwanger offer?

Adele Hughes Berwanger specializes in Investment Management, Retirement Planning, Wealth Management.

What are Adele Hughes Berwanger's credentials?

Adele Hughes Berwanger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adele Hughes Berwanger located?

Adele Hughes Berwanger is based in NEWPORT BEACH, California, last registered with CANTERBURY CONSULTING INCORPORATED.

How does Adele Hughes Berwanger charge for services?

Adele Hughes Berwanger's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CANTERBURY CONSULTING INCORPORATED?

CANTERBURY CONSULTING INCORPORATED has approximately 72 employees and manages $6.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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