Stephanie Withers

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

• 03/2021 → 09/2021
  Bel Air Management Company Llc
  Los Angeles, CA
• 09/2021 → Present
  Hightower Advisors, Llc
  Los Angeles, CA
• 05/2015 → 09/2021
  Bel Air Securities Llc
  Los Angeles, CA
• 05/2015 → 09/2021
  Bel Air Investment Advisor Llc
  Los Angeles, CA

Previous Registrations

• 2021-03-29 → 2021-10-14
  Bel Air Investment Advisors Llc
  Los Angeles, CA

Other Businesses

Own and rent two residential units; minimal time, if any, needed to address during business day. Also, an investment advisor with BEL AIR INVESTMENT ADVISORS LLC. Investment committee member of Katherine Delmar Burke School (San Francisco, CA), a private K-8 school; start date: August 29, 2019; overseeing endowment; approximately 1-2 hours per quarter and none of which are during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-02-08

Designations

• Chartered Financial Analyst

Other Names

• Stephanie Marie Tipping
• Stephanie Tipping Withers