Todd
Morgan

Hightower Advisors, LLC

CRD#340082
Investment Advisor
in Los Angeles, CA

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About this Advisor

Todd Morgan is a financial advisor working in Los Angeles, California who has 2 years of relevant experience. Morgan currently works for Hightower Advisors, LLC. The advisor has gained experience at Bel Air Investment Advisors LLC, Bel Air Securities LLC, Bel Air Management Company LLC and Hightower Advisors. Morgan holds a Series 63 license, which qualifies them as a securities broker, and can advise clients in California. Hightower Advisors, LLC is a business operating out of Chicago, IL. The company has offices in 100 locations and a total of 1,700 people on staff. It oversees $105 billion in assets under management among its 144,757 customer accounts, placing it among the largest firms in the country by assets under management. The firm serves 474 charitable organizations. Of its 144,757 client accounts, just 13% are associated with high-net-worth individuals who have more than $1 million in investable assets. Hightower Advisors, LLC provides a wide array of services, such as 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. Fees charged by financial advisors largely vary depending on which services the firm provides the client. However, fees charged by Hightower Advisors, LLC most likely are comprised of some combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63

Years Registered*

2 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

1999 Avenue Of The Stars Suite 3200
Los Angeles, CA 90067

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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

Todd Morgan Work History

Todd has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Hightower Advisors

2021 - 2021 (< 1 year)

Bel Air Management Company LLC

2005 - 2021 (16 years)

Bel Air Securities LLC

1997 - 2021 (24 years)

Bel Air Investment Advisors LLC

*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 Todd Morgan 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

Robinson Mertilus
Alpharetta, GA
Kevin Wager
Wayne, PA
Matthew Conroy
Waltham, MA
William Giffin
Downers Grove, IL
Matthew Emery
Portland, ME
Jason Croy
Greensboro, NC
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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