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Nicholas Dally

Hightower Advisors, LLC

Bend, OR

Chicago, IL

CRD 7635894

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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
OR RA APPROVED 2024-08-22
  • OR RA
    APPROVED
    Since 2024-08-22

Branch Locations

919 Nw Bond Street Suite 203, Bend, OR 97701 • United States

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hightower Advisors Bend OR 09/2022 Present
Sheppard Wealth Management Bend OR 02/2022 08/2022
Thermo Fisher Scientific Bend OR 06/2021 01/2022
Humm Kombucha Bend OR 09/2019 05/2021
United States Navy Honolulu HI 08/2016 08/2019
  • 09/2022 → Present
    Hightower Advisors
    Bend, OR
  • 02/2022 → 08/2022
    Sheppard Wealth Management
    Bend, OR
  • 06/2021 → 01/2022
    Thermo Fisher Scientific
    Bend, OR
  • 09/2019 → 05/2021
    Humm Kombucha
    Bend, OR
  • 08/2016 → 08/2019
    United States Navy
    Honolulu, HI
Designations
  • Certified Financial Planner

View on SEC IAPD

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