Andrew Llewellyn

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

• 06/2014 → 12/2018
  University Of Florida
  Gainesville, FL
• 05/2016 → 09/2019
  Self Employed
  Bradenton, FL
• 10/2019 → 12/2020
  Adage Services
  Bradenton, FL
• 03/2021 → 09/2024
  M1 Finance
  Chicago, IL
• 10/2024 → 12/2025
  Sanford C. Bernstein & Co., Llc
  Atlanta, GA
• 01/2026 → Present
  Hightower Securities, Llc
  Orlando, FL
• 01/2026 → Present
  Hightower Advisors, Llc
  Orlando, FL

Previous Registrations

• 2024-10-23 → 2026-01-22
  Alliancebernstein L.P.
  Atlanta, GA
  Atlanta, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-19
• S63 Uniform Securities Agent State Law Examination
  2021-10-28

Other Names

• Andrew Michael Llewellyn