Marc
Friedman

Hightower Advisors, LLC

CRD#2766795
Investment Advisor
in Chicago, IL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Marc Friedman is a financial advisor who works out of Chicago, Illinois with 2 years of industry experience. Friedman currently works for Hightower Advisors, LLC. Over the course of their career, they have held roles at Mount Yale Investment Advisors, LLC, Investment Security Group, Inc, Hightower Advisors, Mount Yale Securities, LLC, Princeton Fund Advisors, LLC and Northern Lights Distributors, LLC. Friedman has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Colorado. Hightower Advisors, LLC is a financial advisory business that has its headquarters in Chicago, IL. The investment advisory business has offices in 100 locations and a total of 1,700 advisors. It controls $105 billion in total assets across its 144,757 accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advice to 474 charitable organizations. Of its 144,757 customer accounts, just 13% are held by high-net-worth clients who have more than $1 million in assets. Hightower Advisors, LLC has a number 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 for financial management typically are based on the services provided. Fees charged by Hightower Advisors, LLC most likely include some blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

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

200 W. Madison St. Suite 2500
Chicago, IL 60606

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

$105,230,209,755

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

1,700

IL Average: 44
Total Number of Accounts

144,757

IL Average: 2,564
Average Account Size

$726,944

IL 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

Marc Friedman Work History

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

2021 - Present (3 years)

Hightower Advisors

2018 - 2021 (3 years)

Investment Security Group, Inc

2018 - 2018 (< 1 year)

Northern Lights Distributors, LLC

2006 - 2018 (12 years)

Mount Yale Investment Advisors, LLC

2006 - 2016 (10 years)

Mount Yale Securities, LLC

2006 - 2018 (12 years)

Princeton Fund 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 Marc Friedman 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
Matthew Emery
Portland, ME
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

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

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