Peter Todd Lyon

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

• 11/2008 → Present
  Hightower Securities, Llc
  Tiburon, CA
• 11/2008 → Present
  Hightower Advisors, Llc
  Tiburon, CA

Previous Registrations

• 2007-04-02 → 2008-12-03
  Morgan Stanley & Co. Llc
  San Rafael, CA
  San Francisco, CA
• 1994-01-03 → 2007-04-02
  Morgan Stanley Dw Inc.
  San Francisco, CA
  San Francisc, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-12-29
• S63 Uniform Securities Agent State Law Examination
  1983-04-28

Other Names

• Toddio Lyon