Andrea Baumann Lustig

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

• 01/2003 → 09/2020
  Stralem & Company Incorporated
  New York, NY
• 09/2020 → Present
  Hightower Advisors, Llc
  Chicago, IL

Previous Registrations

• 2004-03-24 → 2005-12-31
  Stralem & Company, Incorporated
  New York, NY
• 2002-05-15 → 2002-10-28
  Alliancebernstein L.P.
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  1998-05-12

Other Names

• Andrea R Baumann
• Andrea Baumann Lustig