Tamara Anderson

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 → 04/2018
  Grindstone Charley's
  Indianapolis, IN
• 08/2015 → 05/2019
  Butler University
  Indianapolis, IN
• 06/2019 → 07/2024
  Charles Schwab & Co., Inc
  Charlotte, NC
• 01/2022 → 07/2024
  Charles Schwab Bank, Ssb
  Charlotte, NC
• 08/2024 → 08/2025
  Fidelity Investments
  Hilton Head Island, SC
• 03/2025 → 08/2025
  Fidelity Investments
  Boston, MA
• 03/2026 → Present
  Hightower Advisors, Llc
  Chicago, IL
• 08/2025 → 03/2026
  Unemployed
  Hilton Head, SC

Previous Registrations

• 2025-03-31 → 2025-08-14
  Strategic Advisers Llc
  Bluffton, SC
  Hilton Head Island, SC
  Hilton Head Island, SC
  Boston, MA
• 2024-10-01 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Hilton Head Island, SC
• 2020-12-04 → 2024-08-19
  Charles Schwab & Co., Inc.
  Indianapolis, IN
  Huntersville, NC
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2020-12-04
• S63 Uniform Securities Agent State Law Examination
  2019-09-09

Designations

• Certified Financial Planner

Other Names

• Tamara T Anderson
• Tamara Tayler Anderson