Robert Lawrence Schein

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

• 05/2011 → Present
  Hightower Advisors, Llc
  Palm Desert, CA
• 05/2011 → Present
  Hightower Securities, Llc
  Palm Desert, CA

Previous Registrations

• 2009-06-01 → 2011-06-03
  Morgan Stanley
  Indian Wells, CA
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Palm Desert, CA
• 2001-11-16 → 2007-04-02
  Morgan Stanley Dw Inc.
  Palm Desert, CA
  Palm Desert, CA

Other Businesses

OBA Name: Global Wildlife Discovery. Role: Board of Directors. Description: Board of Director for a newly established Museum in Rancho Mirage, CA. Non-investment related. Time spent: approximately 4 hours/month outside of trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-10-31
• S63 Uniform Securities Agent State Law Examination
  2000-07-10

Other Names

• Robert L. Schein