Steven Patrick Paris

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

• 11/2006 → Present
  Usaa Financial Planning Services
  Tampa, FL
• 11/2006 → Present
  Usaa Financial Advisors, Inc
  Tampa, FL
• 01/2018 → 06/2020
  Usaa Investment Management Company
  Tampa, FL
• 07/2020 → 09/2020
  Frontier Investment Management Co.
  Dallas, TX
• 09/2020 → Present
  Hightower Advisors, Llc
  Dade City, FL

Previous Registrations

• 2020-07-13 → 2020-11-16
  Frontier Investment Management Co
  Dallas, TX
  Dade City, FL
• 2018-01-08 → 2020-06-22
  Usaa Investment Services Company
  San Antonio, TX
  Tampa, FL
• 2006-11-30 → 2018-01-08
  Usaa Financial Planning Services
  San Antonio, TX
  Tampa, FL
• 2000-09-28 → 2006-10-19
  Mutual Service Corporation
  Marco Island, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-11-14

Designations

• Certified Financial Planner

Other Names

• Steve Paris