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Michael Robert Merdinger

Hightower Advisors, LLC

Chicago, IL

Chicago, IL

CRD 2378276

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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
IL RA APPROVED 2020-11-09
TX RA APPROVED_RES 2020-10-23
  • IL RA
    APPROVED
    Since 2020-11-09
  • TX RA
    APPROVED_RES
    Since 2020-10-23

Branch Locations

1 N. Frankin Suite 1250, Chicago, IL 60606 • United States

200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Private Vista, Llc (Formerly Financial Strategy Network Llc) Chicago IL 01/1999 Present
Private Vista, Llc (Formerly Financial Strategy Network Llc) Chicago IL 01/1999 09/2020
Eugene Cohen Insurance Chicago IL 01/1999 Present
Hightower Advisors Llc Chicago IL 09/2020 Present
  • 01/1999 → Present
    Private Vista, Llc (Formerly Financial Strategy Network Llc)
    Chicago, IL
  • 01/1999 → 09/2020
    Private Vista, Llc (Formerly Financial Strategy Network Llc)
    Chicago, IL
  • 01/1999 → Present
    Eugene Cohen Insurance
    Chicago, IL
  • 09/2020 → Present
    Chicago, IL
Previous Registrations
  • 1999-02-03 → 2020-11-04
    Private Vista, Llc
    Chicago, IL
    Chicago, IL
    Oak Brook, IL
Other Businesses

CHICAGOLAND ORGANIZATION OF MARINE FAMILIES, START,03/2009,NON-PROFIT,SUPPORT ECOLOGY,FOUNDER,1% OF TIME,NO COMPENSATION / FINANCIAL STRATEGY NETWORK, INVESTMENT RELATED,1 N LASALLE, CHICAGO, IL, RIA, LEAD ADVISOR, SINCE 1/1/1999, 99% OF TIME, INVESTMENT ADVISOR.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-09-01
S63 Uniform Securities Agent State Law Examination 1993-10-13
  • S65 Uniform Investment Adviser Law Examination
    1998-09-01
  • S63 Uniform Securities Agent State Law Examination
    1993-10-13
Other Names
  • Michael Robert Merdinger

View on SEC IAPD

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