Scott Tasch

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

• 04/2022 → 04/2023
  Altium Wealth Management Llc
  Purcahse, NY
• 02/2014 → Present
  Mass Mutual Insurance Co.
  Purchase, NY
• 04/2022 → Present
  Hightower Altium Holding, Llc
  Purchase, NY
• 04/2023 → Present
  Hightower Advisors
  Chicago, IL

Previous Registrations

• 2022-04-29 → 2023-05-18
  Altium Wealth Management
  Purchase, NY
• 2014-02-20 → 2022-06-01
  Altium Wealth Management Llc
  Purchase, NY
• 2008-03-04 → 2014-03-05
  Park Avenue Securities Llc
  Purchase, NY
  Purchase, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-01-22
• S63 Uniform Securities Agent State Law Examination
  2003-05-16

Other Names

• Scott C Tasch