Margaret Elizabeth Avery
Investment adviser representative at Team Hewins, LLC
12 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
12 years in the industry.
- Team Hewins, LLCMar 2026 to now
- UnemployedSep 2025 to Mar 2026
- Ritz-carlton Half Moon BayMay 2023 to Sep 2025
- San Jose SharksJul 2022 to May 2023
- Santa Clara UniversitySep 2021 to Jun 2022
- SodexoJun 2019 to Sep 2019
- Valley Sports CampJan 2019 to Jun 2022
- Full Time EducationSep 2018 to Jan 2019
- UnemployedMay 2018 to Sep 2018
- Full Time EducationAug 2014 to May 2018
Exams passed
- 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
- 8241406
- Firm CRD
- 291194