Steven
Ayer

Hightower Advisors, LLC

CRD#2520471
Investment Advisor
in Norwich, CT

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About this Advisor

Steven Ayer is a financial advisor who works out of Norwich, Connecticut with a total of 3 years of industry experience. Ayer currently works for Hightower Advisors, LLC. They have spent the entirety of their career at Hightower Advisors, Llc. Ayer has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Connecticut. Hightower Advisors, LLC is an advisory company operating out of Chicago, IL. The company has offices in 100 locations and a total of 1,700 employees. It oversees $105 billion in assets across its 144,757 customer accounts, placing it among the largest firms in the country by assets under management. The firm advises 474 charities and foundations. Of its 144,757 client accounts, just 13% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Hightower Advisors, LLC performs 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 advisory fees largely are based on which services the firm provides the client. Fee types charged by Hightower Advisors, LLC can be comprised of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 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

55 Main St. Suite 370
Norwich, CT 06360

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Hightower Advisors, LLC Brokerage Details

Total Assets Under Management

$105,230,209,755

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

1,700

CT Average: 44
Total Number of Accounts

144,757

CT Average: 2,564
Average Account Size

$726,944

CT 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

Steven Ayer Work History

Steven has been registered as a financial advisor for 3 years.*

2010 - Present (14 years)

Hightower 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 Steven Ayer 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 Emery
Portland, ME
Bradley Mcconkey
Dallas, TX
Robinson Mertilus
Alpharetta, GA
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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