Lee Samson

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

• 02/2007 → 11/2021
  Ubs Financial Services Inc.
  New York, NY
• 11/2021 → 06/2025
  Lindbrook Capital, Llc
  New York, NY
• 06/2025 → Present
  Hightower Advisors, Llc
  New York, NY

Previous Registrations

• 2021-11-12 → 2025-09-04
  Lindbrook Capital, Llc
  New York, NY
  Calabasas, CA
  Summit, NJ
• 2007-02-16 → 2021-12-09
  Ubs Financial Services Inc.
  New York, NY
  New York, NY
  New York, NY
• 2005-09-23 → 2007-02-21
  Oppenheimer & Co. Inc.
  New York, NY
  New York, NY

Other Businesses

STUART STRUMWASSER IRREVOCABLE TRUST 12-16--6 395 SOUTH END AVENUE #15E NY NY 10280 - TRUSTEE - STRUMWASSER STUART - .5 HOURS PER MONTH - TRUSTEE FOR MY COUSINS TRUST - THIS IS A RELATED SITUATION.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-09-22
• S63 Uniform Securities Agent State Law Examination
  1991-09-06

Other Names

• Lee Charles Samson