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Current Employers
Highline Asset Management, Llc

15260 Ventura Boulevard, Suite 855, Sherman Oaks, CA 91403 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-11
  • CA RA
    APPROVED
    Since 2025-11-11

Branch Locations

15260 Ventura Boulevard, Suite 855, Sherman Oaks, CA 91403 • United States

Highline Wealth Partners

15260 Ventura Blvd., Suite 855, Sherman Oaks, CA 91403 • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2025-09-24
CA RA APPROVED 2025-09-04
NY RA APPROVED 2025-09-04
  • DC RA
    APPROVED
    Since 2025-09-24
  • CA RA
    APPROVED
    Since 2025-09-04
  • NY RA
    APPROVED
    Since 2025-09-04

Branch Locations

15260 Ventura Blvd., Suite 855, Sherman Oaks, CA 91403 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Intellectus Partners Llc Los Angeles CA 01/2016 11/2018
Medley Global Advisors Llc New York NY 11/2018 11/2022
Newedge Wealth Llc Stamford CT 11/2022 06/2024
Fedwatch Advisors/Cetera Advisor Networks Llc Los Angeles CA 06/2024 05/2025
Farther Pasadena CA 05/2025 09/2025
Cetera Wealth Services, Llc El Segundo CA 01/2025 05/2025
Cetera Investment Advisers Llc Schaumburg IL 04/2025 05/2025
Highline Wealth Partners, Llc Sherman Oaks CA 09/2025 Present
Fedwatch Advisors San Gabriel CA 06/2024 Present
Highline Asset Management Sherman Oaks CA 11/2025 Present
  • 01/2016 → 11/2018
    Los Angeles, CA
  • 11/2018 → 11/2022
    Medley Global Advisors Llc
    New York, NY
  • 11/2022 → 06/2024
    Newedge Wealth Llc
    Stamford, CT
  • 06/2024 → 05/2025
    Fedwatch Advisors/Cetera Advisor Networks Llc
    Los Angeles, CA
  • 05/2025 → 09/2025
    Pasadena, CA
  • 01/2025 → 05/2025
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 04/2025 → 05/2025
    Schaumburg, IL
  • 09/2025 → Present
    Highline Wealth Partners, Llc
    Sherman Oaks, CA
  • 06/2024 → Present
    Fedwatch Advisors
    San Gabriel, CA
  • 11/2025 → Present
    Highline Asset Management
    Sherman Oaks, CA
Previous Registrations
Other Businesses

1. NAME OF OTHER BUSINESS: FedWatch Advisors INVESTMENT RELATED: yes ADDRESS: San Gabriel, CA 91775 US NATURE OF BUSINESS: FedWatch Advisors is an outsourced CIO to hedge funds, money managers, wealth management and family offices, pensions, insurance, and RIA clients. Offering customized model portfolio construction and wealth strategy solutions in an outsourced CIO services model based on an interest rate and equity diversification approach. Managed core plus and FedWatch model ETF portfolios to the Barclays short-term and Credit/Govt Index. TITLES/POSITIONS: CIO/FOUNDER START DATE: 06/03/2024 APPROX. NUMBER OF HOURS PER MONTH DEVOTED: 40 APPROX. NUMBER OF TRADING HOURS PER MONTH DEVOTED: 0 DUTIES: Outsourced CIO to hedge funds, money managers, wealth management and family offices, pensions, insurance, and RIA clients. Customized model portfolio construction and wealth strategy solutions in an outsourced CIO services model based on an interest rate and equity diversification approach. 2. NAME OF OTHER BUSINESS: BLOOMBERG ODD LOTS CONTRIBUTOR INVESTMENT RELATED: YES ADDRESS: 740 LEXINGTON AVE., NEW YORK, NY 10013 NATURE OF BUSINESS: CONTRIBUTOR TO ODD LOTS NEWSLETTER START DATE: 10/1/2024 POSITION/TITLE/RELATIONSHIP: CONTRIBUTOR APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: WRITING COLUMNS/NEWSLETTERS ABOUT MARKET AND POLICY; 3. NAME OF OTHER BUSINESS: UNIVERSITY OF SOUTHERN CALIFORNIA INVESTMENT RELATED: NO ADDRESS: 3670 TROUSDALE PKWY, LOS ANGELES, CA 90089 NATURE OF BUSINESS: TEACHING AND CAREER CENTER START DATE: 1/1/2016 POSITION/TITLE/RELATIONSHIP: CAREER COUNSELOR AND ADJUNCT RELATIONSHIP APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: ADJUNCT PROFESSOR OF MBA AND MASTERS OF FINANCE PROGRAM, TEACH CLASSES ON FINANCE AND MACROECONOMICS. ADVISOR/COUNSELOR TO USC CAREER CENTER TO HELP STUDENTS WITH CAREER DEVELOPMENT; 4. NAME OF OTHER BUSINESS: MEDIA APPEARANCES INVESTMENT RELATED: NO ADDRESS: SAN GABRIEL, CA 91775 NATURE OF BUSINESS: MARKET COMMENTARY CONTRIBUTOR START DATE: 1/1999 POSITION/TITLE/RELATIONSHIP: MEDIA CONTRIBUTOR APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 2 BRIEF DESCRIPTION OF DUTIES: MEDIA APPEARANCES; 5. NAME OF OTHER BUSINESS: VARSITY TUTORS INVESTMENT RELATED: NO ADDRESS: SAN GABRIEL, CA 91775 NATURE OF BUSINESS: TUTORING STUDENTS START DATE: 1/2019 POSITION/TITLE/RELATIONSHIP: TUTOR APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: TUTORING STUDENTS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-09
S63 Uniform Securities Agent State Law Examination 2025-03-07
S66 Uniform Combined State Law Examination 2004-03-11
  • S65 Uniform Investment Adviser Law Examination
    2025-04-09
  • S63 Uniform Securities Agent State Law Examination
    2025-03-07
  • S66 Uniform Combined State Law Examination
    2004-03-11

View on SEC IAPD

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