Stephanie Cole Nanney

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:

Current Employers

Hightower Advisors, Llc

200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2020-10-06

IL RA
APPROVED

Since 2020-10-06

Branch Locations

1 N. Franklin Suite 1250, Chicago, IL 60606 • United States

200 W. Madison St. Suite 2500, Chicago, IL 60606 • 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

Organization	City	State	From	To
Private Vista, Llc (Formerly Financial Strategy Network Llc)	Chicago	IL	09/2006	09/2020
Comprehensive Asset Management & Servicing, Inc.	Parsippany	NJ	10/2011	01/2018
Hightower Advisors Llc	Chicago	IL	09/2020	Present

09/2006 → 09/2020

Private Vista, Llc (Formerly Financial Strategy Network Llc)

Chicago, IL
10/2011 → 01/2018

Comprehensive Asset Management & Servicing, Inc.

Parsippany, NJ
09/2020 → Present

Hightower Advisors Llc

Chicago, IL

Previous Registrations

2010-08-23 → 2020-11-04

Private Vista, Llc

Chicago, IL

Chicago, IL

Oak Brook, IL

Other Businesses

OBA Name: American Youth Soccer Organization, Winnetka, IL. Role: Board Member. Start date: August 1, 2026. Non investment related. Time spent: 2 hours/month outside of trading hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-02-23

S66 Uniform Combined State Law Examination

2008-02-23

Designations

Certified Financial Planner

Other Names

Stepahanie Cole Richart
Stephanie Cole Richart

View on SEC IAPD