Robert Eastridge Graham

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

• 04/2015 → 07/2021
  Hightower Securities, Llc
  Newport Beach, CA
• 04/2015 → 07/2021
  Hightower Advisors, Llc
  Newport Beach, CA
• 03/2023 → Present
  Hightower
  Chicago, IL
• 07/2021 → 03/2023
  Self Employed
  Austin, TX

Previous Registrations

• 2015-04-03 → 2021-07-23
  Hightower Advisors, Llc
  Newport Beach, CA
• 2013-01-14 → 2015-04-15
  Morgan Stanley
  Newport Beach, CA
  Newport Beach, CA
• 2011-07-14 → 2012-12-21
  Ubs Financial Services Inc.
  Newport Beach, CA

Other Businesses

City of Irvine- Investment Advisory Committee; Orange County Sheriff - Professional Service Responder; Orange County Sheriff's Advisory Council - Member

Exams

• S66 Uniform Combined State Law Examination
  2011-07-13

Other Names

• Robert Graham
• Robert Graham