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Alireza Hosseinlar

TEAM HEWINS
Redwood City, CA 94065
Some features on this profile are disabled
CRD#: 7356120
AH

Professional summary

Alireza Hosseinlar, who also goes by Alex Hosseinlar, is a registered financial advisor currently at TEAM HEWINS, LLC located in Redwood City, California.

Alireza is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Alireza has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Alex Hosseinlar

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 Alireza Hosseinlar'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

September 12, 2022 - Present

TEAM HEWINS, LLC

Office #1: 203 Redwood Shores Parkway Suite 550, Redwood City, CA 94065
RIA
CRD#: 291194
Redwood City, CA

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".
TEAM HEWINS, LLC
TEAM HEWINS, LLC
HEWINS, LLC | TEAM HEWINS, LLC | POST HEWINS, LLC

CRD#: 291194 / SEC#: 801-112939

RIA
Registered Investment Advisory firm - (4/20/2018 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
California
(9/12/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/10/2022
Uniform Investment Adviser Law Examination

Current Firm

TEAM HEWINS, LLC
TEAM HEWINS, LLC
HEWINS, LLC | TEAM HEWINS, LLC | POST HEWINS, LLC

CRD#: 291194 / SEC#: 801-112939

RIA
Registered Investment Advisory firm - (4/20/2018 Approved)
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Contact information

Main Address
203 Redwood Shores Parkway Suite 550, Redwood City, CA 94065
Mailing Address
Phone number
(650) 620-3040
Established
Firm type
Fiscal year end
# of Employees
26

SEC notice filing (9 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

TEAM HEWINS FORM ADV PART 2A BROCHURE (2/26/2025)

Regulatory assets under management

Total Number of Accounts2,030
AUM (Assets Under Management)$ 3,433,219,636

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

TEAM HEWINS, LLC

TEAM HEWINS, LLC

CRD#: 291194Redwood City, CA 94065

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