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Coleman Chase Belk

Hightower Advisors, LLC

Chicago, IL

Huntsville, AL

CRD 7369851

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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
AL RA APPROVED 2022-05-24
  • AL RA
    APPROVED
    Since 2022-05-24

Branch Locations

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

200 Clinton Ave, Suite 100 & 210, Huntsville, AL 35801 • 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
Kpmg Boston MA 01/2020 03/2021
Pawleys Investment Advisors Pawleys Island SC 05/2018 08/2018
Furman University/Vanderbilt University Greenville SC 08/2015 05/2020
Hightower Securities Huntsville AL 04/2021 Present
  • 01/2020 → 03/2021
    Kpmg
    Boston, MA
  • 05/2018 → 08/2018
    Pawleys Investment Advisors
    Pawleys Island, SC
  • 08/2015 → 05/2020
    Furman University/Vanderbilt University
    Greenville, SC
  • 04/2021 → Present
    Hightower Securities
    Huntsville, AL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-07
  • S66 Uniform Combined State Law Examination
    2021-06-07

View on SEC IAPD

Nearby Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC

Nearby Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

More in Chicago, IL

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