Unclaimed Profile

Thuong Thanh Thien

TEAM HEWINS, LLC·REDWOOD CITY, California

SIE, Series 7, Series 66CFPClean record16 years registeredTEAM HEWINS, LLC

203 REDWOOD SHORES PARKWAY, REDWOOD CITY, CA 94065CRD# 5257407Firm CRD# 291194

Profile Verification

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

Identity

Thuong Thanh Thien · REDWOOD CITY, CA

Registration

CRD #5257407 · TEAM HEWINS, LLC · 16 years registered

Brand Profile

Not yet started

Career History

TEAM HEWINS, LLC

May 2018 – present

HEWINS FINANCIAL ADVISORS, LLC

Jan 2013 – Jun 2018

Redwood City, CA

CANTELLA & CO., INC.

Nov 2009 – Mar 2010

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · November 30, 2009

Years registered · 16

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TEAM HEWINS, LLC

CRD 291194 · SEC 801-112939

AUM

$2.5B

Regulatory assets under management

Employees

1,729 client accounts

Services offered by TEAM HEWINS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at TEAM HEWINS, LLC →

Introduction

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Frequently Asked Questions

What services does Thuong Thanh Thien offer?

Thuong Thanh Thien specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in REDWOOD CITY, California for a consultation.

What are Thuong Thanh Thien's credentials?

Thuong Thanh Thien holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Thuong Thanh Thien located?

Thuong Thanh Thien is based in REDWOOD CITY, California, working with TEAM HEWINS, LLC. Their office serves clients in the REDWOOD CITY metropolitan area and surrounding communities.

How does Thuong Thanh Thien charge for services?

Thuong Thanh Thien's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TEAM HEWINS, LLC?

TEAM HEWINS, LLC has approximately 23 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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