AN

Adam Nalewajek

13 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
968 advisors
Number of Clients
56,418 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$164.8B

Fee Structure

Fees are generally negotiable depending on the type and size of the account, anticipated trading activity, services provided, and other factors. Fees may be higher or lower than fees charged by other firms. Clients may pay fees charged by mutual funds, ETFs, and other investment vehicles in addition to Hightower's fees. Clients may also pay additional brokerage commissions or other charges. Some Advisor Practices have minimums for fees and/or account size.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingInsurance PlanningHigh Net Worth
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Advisor Information

Office location

2500 Westchester Avenue, Suite 210, Purchase, NY, 10577

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Hightower Advisors, LLC
April 2023 - Present · 2 yrs 9 mos
Previous Registrations
Altium Wealth Management
April 2022 - May 2023 · 1 yr 1 mo
Altium Wealth Management LLC
May 2017 - June 2022 · 5 yrs 1 mo
Park Avenue Securities LLC
August 2014 - January 2017 · 2 yrs 5 mos
Park Avenue Securities LLC Broker
November 2011 - January 2017 · 5 yrs 2 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.