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Christopher D. Hewitt

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CRD#: 4759036
CH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Christopher David Hewitt, AIF®, who also goes by Christopher Hewitt, was a registered financial professional .

Christopher is a previously registered financial professional and started their career in finance in 2004. Christopher had worked at 7 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Christopher Hewitt

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Experience


Past

September 28, 2023 - August 21, 2024

BARNES WEALTH MANAGEMENT GROUP

RIA
CRD#: 132189
Dresher, PA
Past

July 9, 2014 - December 19, 2018

FORESIDE DISTRIBUTION SOLUTIONS, LLC

BD
CRD#: 118787
PHILADELPHIA, PA
Past

June 24, 2014 - December 17, 2018

PNC CAPITAL ADVISORS LLC

RIA
CRD#: 151829
PHILADELPHIA, PA
Past

September 11, 2012 - June 11, 2014

ALPS DISTRIBUTORS, INC.

BD
CRD#: 16853
LEOLA, PA
Past

December 13, 2005 - August 24, 2012

SENTINEL FINANCIAL SERVICES COMPANY

BD
CRD#: 31175
MONTPELIER, VT
Past

December 17, 2004 - December 1, 2005

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
PHILADELPHIA, PA
Past

December 17, 2004 - December 1, 2005

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
PITTSBURGH, PA
Past

May 5, 2004 - December 17, 2004

JANNEY MONTGOMERY SCOTT LLC

BD
CRD#: 463
PHILADELPHIA, PA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BARNES WEALTH MANAGEMENT GROUP
BARNES & ASSOCIATES | STEVE ALLEN BARNES | IRONWOOD RETIREMENT PLAN CONSULTANTS | BARNES WEALTH MANAGEMENT GROUP, INC. | BARNES WEALTH MANAGEMENT GROUP | BARNES & ASSOCIATES, INC. | BARNES & ASSOCIATES FINANCIAL PLANNING, INC.

CRD#: 132189 / SEC#: 801-118031

RIA
Registered Investment Advisory firm - (2/3/2020 Approved)
California
Registered Investment Advisory firm - (3/11/2020 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 1/30/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 6/1/2004
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


BW
BARNES WEALTH MANAGEMENT GROUP
BARNES & ASSOCIATES | STEVE ALLEN BARNES | IRONWOOD RETIREMENT PLAN CONSULTANTS | BARNES WEALTH MANAGEMENT GROUP, INC. | BARNES WEALTH MANAGEMENT GROUP | BARNES & ASSOCIATES, INC. | BARNES & ASSOCIATES FINANCIAL PLANNING, INC.

CRD#: 132189 / SEC#: 801-118031

RIA
Registered Investment Advisory firm - (2/3/2020 Approved)
California
Registered Investment Advisory firm - (3/11/2020 Terminated)
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Contact information


Main Address
5060 California Ave. Suite 600, Bakersfield, CA 93309
Mailing Address
Phone number
(661) 322-9799
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (3 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BWMG FORM ADV PART 2A DATED MARCH 28, 2025 (3/28/2025)

Regulatory assets under management


Total Number of Accounts1,292
AUM (Assets Under Management)$ 411,644,298

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BARNES WEALTH MANAGEMENT GROUP

CRD#: 132189

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