Kelly Elizabeth Sweet

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

• 12/2016 → 10/2023
  Trellis Advisors, Llc
  Ellensburg, WA
• 02/2016 → 12/2016
  None
  Seattle, WA
• 10/2023 → Present
  Hightower Advisors
  Chicago, IL

Previous Registrations

• 2017-01-16 → 2023-10-25
  Trellis Advisors, Llc
  Seattle, WA
• 2001-08-15 → 2016-01-26
  Lnw
  Seattle, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-12-27

Designations

• Certified Financial Planner

Other Names

• Kelly Sweet