Samuel Paul Gagne

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

• 07/2015 → 08/2025
  Fidelity Brokerage Services Llc
  Spring, TX
• 07/2018 → 03/2025
  Fidelity Personal And Workplace Advisors
  Friendswood, TX
• 01/2018 → 07/2018
  Strategic Advisers Llc
  The Woodlands, TX
• 03/2025 → 08/2025
  Strategic Advisers Llc
  Spring, TX
• 05/2015 → 08/2025
  Fidelity Investments
  Friendswood, TX
• 10/2025 → Present
  Granite Harbor Advisors, Inc.
  Houston, TX
• 03/2026 → Present
  Hightower Advisors, Llc.
  Chicago, IL

Previous Registrations

• 2025-10-14 → 2026-02-20
  Granite Harbor Advisors, Inc.
  Houston, TX
• 2025-03-31 → 2025-10-15
  Strategic Advisers Llc
  Friendswood, TX
  Spring, TX
  Spring, TX
  Friendswood, TX
  Boston, MA
• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Friendswood, TX
  Magnolia, TX
• 2018-01-03 → 2018-07-13
  Strategic Advisers Llc
  The Woodlands, TX

Exams

• S66 Uniform Combined State Law Examination
  2017-11-13
• S63 Uniform Securities Agent State Law Examination
  2015-07-15

Other Names

• Samuel Paul Gagne
• Samuel P Gagne