Margoth
Romero

Hightower Advisors, LLC

CRD#5849738
Investment Advisor
in San Diego, CA

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About this Advisor

Margoth Romero is a financial advisor based in San Diego, California, working with Hightower Advisors, LLC. Margoth has previously held positions at Delphi Private Advisors and Hightower Advisors, LLC. Margoth has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Margoth is part of Hightower Advisors, LLC, which operates out of San Diego, California. The firm has 100 offices and 1,816 employees. The firm manages assets totaling $130.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Hightower Advisors, LLC includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

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

Office Location

3611 Valley Centre Drive Suite 125
San Diego, CA 92130

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Hightower Advisors, LLC Brokerage Details

Total Assets Under Management

$130,239,337,374

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

1,816

CA Average: 44
Total Number of Accounts

178,256

CA Average: 2,564
Average Account Size

$730,631

CA Average: $2,603,165

Investment Advisory Services

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

Margoth Romero Work History

2019 - Present (5 years)

Hightower Advisers, LLC

2013 - Present (11 years)

Delphi Private Advisors

Disclosures

Please visit the SEC profile of Margoth Romero 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

Phillip Barnhill
Chicago, IL
Nancy Bell
Downers Grove, IL
Emily Lassiter
Birmingham, AL
Alexandra Emma
Naples, FL
Mathew Kraines
Newport Beach, CA
Ashley Aguayo
San Diego, CA
David Bosak
Cleveland, OH
Jin Liu
Deerfield, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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