LH
LH

Leslie Hewitt

26 Years of Experience
Monroeville, PA
Broker

Leslie Hewitt is a registered investment advisor at Raymond James & Associates, INC., based in Monroeville, PA, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

3824 Northern Pike, 1 Monroeville Center, Suite 950, Monroeville, PA, 15146

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.Broker
March 2022 - Present · 4 yrs 2 mos
Raymond James & Associates, INC.
March 2022 - Present · 4 yrs 2 mos
Raymond James & Associates, INC.
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
April 2009 - March 2022 · 12 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
March 2009 - March 2022 · 13 yrs
Citigroup Global Markets INC.
April 2008 - April 2009 · 1 yr
Citigroup Global Markets INC.Broker
June 2001 - April 2009 · 7 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1999 - July 2001 · 1 yr 11 mos
State Registrations1 state
PA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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