Brian Thomas Szytel

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

• 04/2015 → Present
  Hightower Securities, Llc
  Newport Beach, CA
• 04/2015 → Present
  Hightower Advisors, Llc
  Newport Beach, CA

Previous Registrations

• 2009-06-01 → 2015-04-15
  Morgan Stanley
  Newport Beach, CA
  Newport Beach, CA
• 2008-12-09 → 2009-06-01
  Morgan Stanley & Co. Llc
  Newport Beach, CA
• 2007-05-29 → 2008-12-17
  Citigroup Global Markets Inc.
  Newport Beach, CA
  Newport Beach, CA
  Costa Mesa, CA
  San Diego, CA
  Corona Del Mar, CA
• 2005-08-08 → 2007-05-29
  Citicorp Investment Services
  Corona Del Mar, CA
  Corona Del Mar, CA
• 2002-10-07 → 2005-08-18
  Ubs Financial Services Inc.
  Carlsbad, CA

Other Businesses

BTS PROPERTIES, LLC,ALISO VIEJO, CA 92656-REAL ESTATE-PRESIDENT

Exams

• S66 Uniform Combined State Law Examination
  2002-09-27