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Alexis Lauren Sheehan

Hightower Advisors, LLC

New York, NY

Chicago, IL

CRD 7270957

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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
NY RA APPROVED 2024-01-02
  • NY RA
    APPROVED
    Since 2024-01-02

Branch Locations

55 West 46Th St. Suite 2203, New York, NY 10036 • 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
OrganizationCityStateFromTo
Care Taker Pearl River NY 09/2014 09/2017
University Of Delaware Newark DE 09/2017 12/2020
Montessori Preschool Ridgewood NJ 06/2018 08/2019
Equitable Advisors, Llc New York NY 06/2020 01/2024
Equitable New York NY 06/2022 01/2024
Hightower Advisors Chicago IL 01/2024 Present
  • 09/2014 → 09/2017
    Care Taker
    Pearl River, NY
  • 09/2017 → 12/2020
    University Of Delaware
    Newark, DE
  • 06/2018 → 08/2019
    Montessori Preschool
    Ridgewood, NJ
  • 06/2020 → 01/2024
    Equitable Advisors, Llc
    New York, NY
  • 06/2022 → 01/2024
    Equitable
    New York, NY
  • 01/2024 → Present
    Hightower Advisors
    Chicago, IL
Previous Registrations
Other Businesses

Yedei Chesed 48 Scotland Hill Road Chestnut Ridge, NY 10977-Non-profit Direct Support Professiona

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-10
  • S66 Uniform Combined State Law Examination
    2022-12-10

View on SEC IAPD

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