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Brian Michael Geary

Hightower Advisors, LLC

Chicago, IL

Buffalo, NY

CRD 4521671

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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:

Current Employers
Hightower Advisors, Llc

200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-09-25
  • NY RA
    APPROVED
    Since 2024-09-25

Branch Locations

200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States

4411 Genesee Street Suite 100, Buffalo, NY 14225 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Linwood Investment Advisors Buffalo NY 03/2012 09/2022
Hightower Chicago IL 09/2022 Present
  • 03/2012 → 09/2022
    Linwood Investment Advisors
    Buffalo, NY
  • 09/2022 → Present
    Hightower
    Chicago, IL
Previous Registrations
  • 2021-08-12 → 2024-02-27
    Linwood Investment Advisors Inc.
    Buffalo, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-09-28
  • S65 Uniform Investment Adviser Law Examination
    1999-09-28
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

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PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC

Nearby Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

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