Robert Alfred Westrick

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

• 01/2005 → 09/2020
  Westrick & Associates
  Hinsdale, IL
• 08/2016 → 09/2020
  Private Vista, Llc
  Chicago, IL
• 09/2020 → Present
  Hightower Advisors Llc
  Chicago, IL

Previous Registrations

• 2016-08-02 → 2020-11-04
  Private Vista, Llc
  Hinsdale, IL
  Oak Brook, IL
• 1997-09-15 → 2016-08-01
  Wna Wealth Advisors, Inc.
  Hinsdale, IL
• 1998-08-01 → 2003-02-18
  Westrick Neff & Associates
  Hinsdale, IL

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-01-31

Designations

• Certified Financial Planner