Mary Evette Cavaleri

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

• 11/2015 → 09/2020
  Frontier Investment Management Co.
  Dallas, TX
• 09/2020 → Present
  Hightower Advisors, Llc
  Dallas, TX

Previous Registrations

• 2015-11-20 → 2020-11-16
  Frontier Investment Management Co
  Dallas, TX
• 2010-10-25 → 2015-10-30
  Fortitude Advisory Group L.L.C.
  Gig Harbor, WA
• 2009-03-20 → 2010-06-02
  Oppenheimer & Co. Inc.
  Austin, TX
  Dallas, TX
• 2006-05-05 → 2009-03-17
  Stanford Group Company
  Dallas, TX
• 2004-04-12 → 2006-05-08
  Banc Of America Investment Services, Inc.
  Dallas, TX
  Dallas, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-06-08
• S63 Uniform Securities Agent State Law Examination
  1998-08-12

Other Names

• Mary Evette Cavaleri
• Mary Cavaleri
• Mary E Fowler
• Mary Evette Fowler
• Mary E Cavaleri