Cathleen
Morici

Hightower Advisors, LLC

CRD#5049990
Investment Advisor
in San Diego, CA
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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

Disclosures

No

Office Location

12680 High Bluff Drive Suite 450
San Diego, CA 92130

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Hightower Advisors, LLC Brokerage Details

Total Assets Under Management

$48,069,831,044

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

566

CA Average: 44
Total Number of Accounts

88,388

CA Average: 2,564
Average Account Size

$543,850

CA Average: $2,603,165

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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

Disclosures

Cathleen Morici has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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