Gregory Paul Williams

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

• 06/2015 → 09/2020
  Private Vista, Llc (Formerly Financial Strategy Network Llc)
  Chicago, IL
• 09/2020 → Present
  Hightower
  Chicago, IL

Previous Registrations

• 2015-07-07 → 2020-11-06
  Private Vista, Llc
  Oak Brook, IL
  Chicago, IL
• 2013-02-05 → 2015-05-26
  Morgan Stanley
  Omaha, NE

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-01-24
• S63 Uniform Securities Agent State Law Examination
  2010-06-10

Designations

• Certified Financial Planner