Hightower Advisors, LLC

Investment Advisor
in San Diego, CA
Are you Cathleen Morici? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Cathleen Morici is a financial advisor operating in San Diego, California, with 13 years of experience as a financial advisor. Morici currently works for Hightower Advisors, LLC. Morici has gained experience at Ubs Financial Services, Hightower Advisors, LLC and Hightower Securities, LLC. Morici holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Hightower Advisors, LLC is an advisory firm that has its headquarters in San Diego, California. The firm has offices in 68 locations and a total of 512 advisors. It administers $42 billion in assets under management between its 60,763 accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 203 charitable organizations. Of its 60,763 client accounts, just 10% are held by high-net-worth investors who have at least $1 million in investable assets. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors largely depend on which services the firm provides the client. Fees charged by Hightower Advisors, LLC likely include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others



Office Location

12680 High Bluff Drive Suite 450
San Diego, CA 92130

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Hightower Advisors, LLC Brokerage Details

Total Assets Under Management


CA Average: $6,674,516,078
Total Number of Employees


CA Average: 44
Total Number of Accounts


CA Average: 2,564
Average Account Size


CA Average: $2,603,165

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Cathleen Morici Work History

Cathleen has 13 years of experience.

2012 - Present (7 years)

Hightower Advisors, LLC

2012 - Present (7 years)

Hightower Securities, LLC

2005 - 2012 (7 years)

Ubs Financial Services


Cathleen Morici has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started