Joseph
Feinberg

Hightower Advisors, LLC

CRD#2325871
Investment Advisor
in Encino, CA

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About this Advisor

Joseph Feinberg is a financial advisor working in Encino, California with a total of 8 years of industry experience. Feinberg is an advisor for Hightower Advisors, LLC. Throughout their career, they have worked at Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Hightower Advisors, LLC and Hightower Securities, LLC. Feinberg has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in California. Hightower Advisors, LLC is a company that has its headquarters in Chicago, IL. The investment advisory business has offices in 100 locations and a total of 1,700 financial advisors. It handles $105 billion in total assets among its 144,757 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to 474 charities and foundations. Of its 144,757 customer accounts, just 13% are held by high-net-worth clients who have more than $1 million in assets available to invest. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Financial management fees typically are based on which services the firm provides the client. However, fees billed by Hightower Advisors, LLC may include some blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

6345 Balboa Blvd. Building 2, Suite 230
Encino, CA 91316

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Hightower Advisors, LLC Brokerage Details

Total Assets Under Management

$105,230,209,755

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

1,700

CA Average: 44
Total Number of Accounts

144,757

CA Average: 2,564
Average Account Size

$726,944

CA Average: $2,603,165

Investment Advisory Services

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

Joseph Feinberg Work History

Joseph has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Hightower Advisors, LLC

2015 - Present (9 years)

Hightower Securities, LLC

2015 - 2015 (< 1 year)

Morgan Stanley Private Bank, National Association

2009 - 2015 (6 years)

Morgan Stanley Smith Barney

2007 - 2015 (8 years)

Morgan Stanley & Co., Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Joseph Feinberg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hightower Advisors, LLC

Matthew Conroy
Waltham, MA
Margoth Romero
San Diego, CA
Patrick Mccahill
Madison, NJ
William Giffin
Downers Grove, IL
Jason Croy
Greensboro, NC
Kevin Wager
Wayne, PA
John Stevenson
Dallas, TX
Gregory Sarian
Wayne, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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