Joseph J Trainor

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

• 11/2007 → 07/2023
  Boston Hill Advisors, Llc
  North Andover, MA
• 04/2008 → 07/2023
  Municrest Investment Management Company, Llc
  North Andover, MA
• 07/2023 → Present
  Hightower Advisors
  Chicago, IL

Previous Registrations

• 2008-04-25 → 2023-11-02
  Boston Hill Advisors, Llc
  North Andover, MA
• 2012-01-18 → 2022-11-28
  Municrest Investment Management Company, Llc
  North Andover, MA
• 1999-01-01 → 2004-01-13
  Mfs Institutional Advisors Inc.
  Boston, MA

Other Businesses

U.S. TRUST COMPANY (PARENT COMPANY OF UST SECURITIES)- FULL TIME DUAL EMPLOYEE

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-04-15

Designations

• Chartered Financial Analyst

Other Names

• Joseph James Trainor