Luke John calhoun Hayes
Investment adviser representative at Team Hewins, LLC
31 yearsExperience
1 stateRegistered in
$4BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
31 years in the industry.
- Team Hewins, LLCJul 2025 to now
- State Street Global Advisors Funds Distributors, LLCNov 2021 to Jul 2025
- State Street Global Advisors Trust CompanyNov 2021 to Jul 2025
- UnemployedJan 2021 to Oct 2021
- Fidelity Brokerage Services LLCOct 2018 to Dec 2020
- Charles Schwab & Co., Inc.Sep 1995 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Team Hewins, LLC
$4BAssets managed
576Clients
23Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2508612
- Firm CRD
- 291194