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Drew Daniel Morwood

Hightower Advisors, LLC

Los Angeles, CA

CRD 7119627

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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
CA RA APPROVED 2022-01-31
  • CA RA
    APPROVED
    Since 2022-01-31

Branch Locations

10900 Wilshire Blvd 5Th Floor, Los Angeles, CA 90024 • 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
Td Ameritrade Southlake TX 09/2020 02/2021
Unemployed N/A XX 03/2020 09/2020
Cetera Financial Group San Diego CA 06/2019 08/2019
Baylor University Waco TX 08/2018 03/2020
Baylor University Waco TX 08/2018 12/2018
Cup Of Yo San Diego CA 05/2017 08/2018
Baylor University Waco TX 08/2016 05/2020
Unemployed N/A XX 01/2016 05/2017
Hightower Advisors Llc San Diego CA 02/2021 Present
  • 09/2020 → 02/2021
    Td Ameritrade
    Southlake, TX
  • 03/2020 → 09/2020
    Unemployed
    N/A, XX
  • 06/2019 → 08/2019
    Cetera Financial Group
    San Diego, CA
  • 08/2018 → 03/2020
    Baylor University
    Waco, TX
  • 08/2018 → 12/2018
    Baylor University
    Waco, TX
  • 05/2017 → 08/2018
    Cup Of Yo
    San Diego, CA
  • 08/2016 → 05/2020
    Baylor University
    Waco, TX
  • 01/2016 → 05/2017
    Unemployed
    N/A, XX
  • 02/2021 → Present
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-31
S63 Uniform Securities Agent State Law Examination 2020-12-28
  • S65 Uniform Investment Adviser Law Examination
    2022-01-31
  • S63 Uniform Securities Agent State Law Examination
    2020-12-28

View on SEC IAPD

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