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Amelia Mccarthy

Hightower Advisors, LLC

Chicago, IL

Portland, ME

CRD 7294002

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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
ME RA APPROVED 2023-06-30
NH RA APPROVED 2023-06-30
  • ME RA
    APPROVED
    Since 2023-06-30
  • NH RA
    APPROVED
    Since 2023-06-30

Branch Locations

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

One Monument Square Suite 601, Portland, ME 04101 • 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
Putnam Investments/Putnam Retail Management Boston MA 09/2020 05/2021
Vigilant Capital Management Portsmouth NH 05/2019 08/2019
Prime Buchholz Portsmouth NH 01/2020 08/2020
Noca Beverages, Inc. Newmarket NH 08/2019 01/2020
Oaks Golf Links Rochester NH 05/2018 11/2019
Lexie's Durham NH 03/2017 05/2018
Granite State Gymnastics Hooksett NH 08/2013 12/2016
Vigilant Capital Management Portland ME 06/2021 06/2023
Hightower Advisors Chicago IL 06/2023 Present
  • 09/2020 → 05/2021
    Putnam Investments/Putnam Retail Management
    Boston, MA
  • 05/2019 → 08/2019
    Vigilant Capital Management
    Portsmouth, NH
  • 01/2020 → 08/2020
    Prime Buchholz
    Portsmouth, NH
  • 08/2019 → 01/2020
    Noca Beverages, Inc.
    Newmarket, NH
  • 05/2018 → 11/2019
    Oaks Golf Links
    Rochester, NH
  • 03/2017 → 05/2018
    Lexie's
    Durham, NH
  • 08/2013 → 12/2016
    Granite State Gymnastics
    Hooksett, NH
  • 06/2021 → 06/2023
    Vigilant Capital Management
    Portland, ME
  • 06/2023 → Present
    Hightower Advisors
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-22
  • S66 Uniform Combined State Law Examination
    2021-01-22
Other Names
  • Amelia Patricia Milonas
  • Amelia Milonas

View on SEC IAPD

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