Szi Kiat Lee

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

• 08/2010 → 05/2017
  Hin Hua High School
  Klang
• 05/2017 → 08/2017
  Chiyoda Integre Co.
  Kuala Lumpur
• 09/2017 → 05/2018
  Indiana University Asian Culture Center
  Bloomington, IN
• 06/2019 → 08/2019
  Ogilvy & Mather
  Hong Kong
• 09/2019 → 05/2021
  Indiana University Event Services
  Bloomington, IN
• 06/2020 → 08/2020
  Family First Financial Planning
  Stuart, FL
• 07/2021 → 04/2022
  Camden Capital
  El Segundo, CA
• 09/2017 → 06/2021
  Indiana University
  Bloomington, IN
• 05/2022 → 08/2024
  Validus Capital
  El Segundo, CA
• 09/2024 → 12/2024
  Westmount Partners
  Los Angeles, CA
• 01/2025 → 03/2025
  Unemployed
  Los Angeles, CA
• 03/2025 → Present
  Hightower Advisors, Llc
  Los Angeles, CA

Previous Registrations

• 2024-10-10 → 2025-01-07
  Westmount Partners, Llc
  Los Angeles, CA
• 2023-04-05 → 2024-08-14
  Validus Capital Llc
  El Segundo, CA
• 2021-12-08 → 2022-05-26
  Certuity, Llc
  North Palm Beach, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-04

Designations

• Certified Financial Planner

Other Names

• Szi Kiat Lee