David Vadim Sokolovsky

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

• 07/2014 → 10/2017
  Liberty Mutual Insurance
  Boston, MA
• 10/2017 → 05/2018
  Accenture Strategy
  Chicago, IL
• 05/2018 → 09/2019
  Zurich North America
  Schaumburg, IL
• 09/2019 → Present
  Hightower Advisors, Llc
  Deerfield, IL

Previous Registrations

• 2012-07-13 → 2014-07-22
  Hightower Advisors, Llc
  Chicago, IL
• 2009-06-01 → 2012-07-17
  Morgan Stanley
  Deerfield, IL
• 2008-03-18 → 2009-06-01
  Citigroup Global Markets Inc.
  Deerfield, IL

Other Businesses

OBA Name: Northwoods Vacations. Role: Owner. Description: AirBNB rental home. Non investment related. Time spent: 20 hours/month outside of trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2008-03-12

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• David Vadim Sokolovsky