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Michael Lee Milojevich

Hightower Advisors, LLC

Chicago, IL

Bellevue, WA

CRD 5298204

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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

AuthorityCategoryStatusDate
WA RA APPROVED 2022-09-30
  • WA RA
    APPROVED
    Since 2022-09-30

Branch Locations

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

10900 Ne 8Th Street Suite 1122, Bellevue, WA 98004 • 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
Cornerstone Advisors, Inc. Bellevue WA 10/2001 08/2019
Highland Private Wealth Management Bellevue WA 08/2019 09/2022
Hightower Advisors Chicago IL 09/2022 Present
  • 10/2001 → 08/2019
    Cornerstone Advisors, Inc.
    Bellevue, WA
  • 08/2019 → 09/2022
    Highland Private Wealth Management
    Bellevue, WA
  • 09/2022 → Present
    Hightower Advisors
    Chicago, IL
Previous Registrations
  • 2019-08-20 → 2022-10-25
    Highland Private Wealth Management
    Bellevue, WA
  • 2007-02-27 → 2019-10-07
    Cornerstone Advisors Inc
    Bellevue, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-02-20
  • S65 Uniform Investment Adviser Law Examination
    2007-02-20
Other Names
  • Michael Milojevich

View on SEC IAPD

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