Iran Guerrero Harvell

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

• 11/2013 → 04/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 04/2023 → Present
  Hightower
  Chicago, IL

Previous Registrations

• 2021-11-15 → 2023-03-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
  Tacoma, WA
  Wayzata, MN

Exams

• S66 Uniform Combined State Law Examination
  2021-11-12

Other Names

• Iran Denisse Guerrero