David Samuel Warhoftig

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

• 02/2022 → 04/2025
  Americana Partners, Llc
  Houston, TX
• 05/2018 → 01/2022
  Avalon Advisors
  Houston, TX
• 10/2017 → 05/2018
  Unemployed
  Houston, TX
• 05/2017 → 10/2017
  Water Street Capital ,Inc.
  Jacksonville, FL
• 06/2014 → 04/2017
  Pavaso, Inc
  Plano, TX
• 04/2025 → Present
  Hightower Advisors, Llc
  Farmers Branch, TX

Previous Registrations

• 2022-10-10 → 2025-04-17
  Americana Partners, Llc
  Houston, TX
  Dallas, TX
  Houston, TX

Other Businesses

Cambridge Crossing Homeowners Association; Investment Related - No; Plano, TX; Secretary of the Board of the HOA; Start Date - 04/2025; Approximately 2 hours per month with 0 hours during securities trading hours; Take minutes at semi-monthly meetings.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-10-08