Stephen Dewalch Strake

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

• 02/2006 → 10/2017
  Salient Advisors, L.P.
  Houston, TX
• 02/2006 → 10/2017
  Endowment Advisers, L.P.
  Houston, TX
• 11/2010 → 08/2018
  Salient Capital, L.P.
  Houston, TX
• 01/2011 → 10/2017
  Salient Capital Advisors, Llc
  Houston, TX
• 05/2003 → 08/2018
  Salient Partners, L.P.
  Houston, TX
• 08/2017 → Present
  Salient Private Client, Llc
  Houston, TX
• 09/2018 → Present
  Hightower Securities Llc
  Houston, TX
• 11/2018 → Present
  Hightower Advisors Llc
  Houston, TX

Previous Registrations

• 2017-08-10 → 2018-12-31
  Hightower Private Client
  Houston, TX
• 2006-05-10 → 2017-10-10
  Salient Advisors, L.P.
  Dallas, TX
• 2006-05-23 → 2017-10-10
  Cypress Creek Partners
  Austin, TX
• 2011-02-04 → 2017-10-10
  Salient Capital Advisors, Llc
  Houston, TX
• 2006-11-13 → 2011-10-05
  Ghe Advisers, L.P.
  Houston, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-03-01
• S65 Uniform Investment Adviser Law Examination
  2006-05-09

Other Names

• Stephen Dewalch Strake