Tamara Megan Stein

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

• 12/2015 → Present
  Hightower Securities, Llc
  Encino, CA
• 12/2015 → Present
  Hightower Advisors, Llc
  Encino, CA

Previous Registrations

• 2011-05-16 → 2015-12-19
  Morgan Stanley
  Sherman Oaks, CA
  Woodland Hills, CA
  Chicago, IL
  Chicago, IL
• 2009-06-01 → 2010-02-19
  Morgan Stanley
  Woodland Hills, CA
• 2009-02-12 → 2009-06-01
  Morgan Stanley & Co. Llc
  Woodland Hills, CA
• 2007-04-02 → 2008-01-22
  Morgan Stanley & Co. Llc
  Woodland Hills, CA
• 2002-01-16 → 2007-04-02
  Morgan Stanley Dw Inc.
  Sherman Oaks, CA
  Sherman Oak, CA
  Woodland Hills, CA

Other Businesses

FEINBERG STEIN FINANCIAL SERVICES, LLC - ADMINISTRATIVE SERVICES COMPANY RELATED TO RIA PRACTICE

Exams

• S66 Uniform Combined State Law Examination
  2001-07-28

Other Names

• Tamara Megan Bounds
• Tamara Megan Bounds