Charles Russell Hawes
Investment adviser representative at Legacy Edge Advisors
26 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2BFirm assets
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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
Experience
26 years in the industry.
- Legacy Edge Advisors, LLCJun 2024 to now
- TIAA Institutional & Individual Services, LLCMay 2000 to May 2024
- TIAA-CREF Individual & Institutional Services, LLCMay 2000 to May 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (CO).
Legacy Edge Advisors
Legal name: Legacy Edge Advisors, LLC
$1.2BAssets managed
532Clients
19Advisers
2 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
- 4190938
- Firm CRD
- 328064