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Denis Colin Higgins

EWM Wealth Management LLC

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About Denis Colin Higgins

Denis Higgins is a financial advisor with EWM Wealth Management LLC. Denis has been a registered investment advisor since 2002 and has earned the Certified Financial Planner and Chartered Financial Analyst designations. Denis has prior experience at several firms including Edward D. Jones & Co., L.P., Wachovia Brokerage Service, and Keystone Distributors, Inc. Denis specializes in advising high-net-worth individuals, charitable organizations, and other individuals. Denis provides financial planning, pension consulting, and portfolio management services.

Firm Information

Denis Higgins is currently registered with EWM Wealth Management LLC. EWM Wealth Management LLC is an investment advisor registered with the SEC. They manage approximately $75.48 million in assets for 82 clients, including high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. They offer financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals.

$75.48M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Denis Higgins’s Registration & Firm History

MA

11/25/2024 - Present

EWM Wealth Management LLC (BOSTON MA)

MO

10/10/1996 - 10/11/1996

EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)

NC

01/18/1996 - 08/06/1996

WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)

NC

10/06/1993 - 03/01/1995

KEYSTONE DISTRIBUTORS, INC. (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 10/12/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/07/2021

SIE - Securities Industry Essentials Examination

BC

Issued 01/26/1996

Series 7 - General Securities Representative Examination

BC

Issued 10/05/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Denis Colin Higgins.
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