David Patrick Beatson

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

• 04/2010 → 10/2021
  Alexandria Capital
  Alexandria, VA
• 10/2021 → Present
  Hightower Advisors
  Chicago, IL

Previous Registrations

• 2003-11-24 → 2021-12-06
  Alexandria Capital
  Alexandria, VA
  Arlington, VA
• 2002-04-03 → 2003-12-31
  Alexandria Financial Associates, Ltd.
  Alexandria, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-02-22
• S63 Uniform Securities Agent State Law Examination
  2001-02-20

Designations

• Chartered Financial Analyst