Marie C. Hadwin

FORVIS MAZARS WEALTH ADVISORS

Charleston, SC 29403

CRD#: 5793209

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Professional summary

Marie Christine Hadwin, who also goes by Marie Christine Ebert, is a registered financial advisor currently at FORVIS MAZARS WEALTH ADVISORS, LLC located in Charleston, South Carolina.

Marie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Marie has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Marie Christine Ebert

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) - RIA

Click below to view Marie Christine Hadwin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

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

None

Experience

Current

June 1, 2022 - Present

FORVIS MAZARS WEALTH ADVISORS, LLC

Office #1: 525 East Bay Street Suite 100, Charleston, SC 29403Office #2: 133 East First North Street Suite 8, Summerville, SC 29483

RIA

CRD#: 110905

Charleston, SC

Past

October 29, 2018 - August 24, 2022

DIXON HUGHES GOODMAN WEALTH ADVISORS LLC

RIA

CRD#: 109279

Charleston, SC

Past

December 9, 2014 - October 24, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

MOUNT PLEASANT, SC

Past

December 8, 2014 - October 24, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

MOUNT PLEASANT, SC

Past

March 26, 2012 - November 26, 2014

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

ATLANTA, GA

Past

December 12, 2011 - November 26, 2014

UBS FINANCIAL SERVICES INC.

CRD#: 8174

ATLANTA, GA

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".

FORVIS MAZARS WEALTH ADVISORS, LLC

CRD#: 110905 / SEC#: 801-56928

RIA

Registered Investment Advisory firm - (10/28/1999 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

South Carolina
(6/1/2022)

IAR

Texas
(1/9/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/23/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/9/2011

General Securities Representative Examination

Current Firm

FORVIS MAZARS WEALTH ADVISORS, LLC

CRD#: 110905 / SEC#: 801-56928

RIA

Registered Investment Advisory firm - (10/28/1999 Approved)

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Contact information

Main Address

910 East St Louis St, Springfield, MO 65806

Mailing Address

Phone number

(417) 831-7283

Established

Firm type

Fiscal year end

# of Employees

123

SEC notice filing (38 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A 1.2026 (1/22/2026)

Regulatory assets under management

Total Number of Accounts	13,227
AUM (Assets Under Management)	$ 9,751,986,659

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/18/2025	Cover Page	Report
09/18/2024	Cover Page	Report
01/23/2024	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Marie C. Hadwin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marie Christine Hadwin's CRS (Customer Relationship Summary).

Certified licenses

Experience

DIXON HUGHES GOODMAN WEALTH ADVISORS LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

FORVIS MAZARS WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/23/2012

SIE

Date: 10/1/2018

Series 7

Date: 12/9/2011

Current Firm

FORVIS MAZARS WEALTH ADVISORS, LLC

Contact information

SEC notice filing (38 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FORVIS MAZARS WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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