Barnaby Jason Levin

Employer firm

Hightower Advisors, LLC CRD 145323

$199B regulatory AUM 500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2010 → Present
  Hightower Advisors Llc
  Woodside, CA
• 03/2010 → Present
  Hightower Securities, Llc
  Woodside, CA

Previous Registrations

• 2009-06-01 → 2010-04-13
  Morgan Stanley
  Menlo Park, CA
• 2003-03-27 → 2009-06-01
  Citigroup Global Markets Inc.
  Menlo Park, CA
  Menlo Park, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-01-13
• S63 Uniform Securities Agent State Law Examination
  1989-01-23

Other Names

• Barnaby Maguire