Caryn
Fields

Hightower Advisors, LLC

CRD#6215503
Investment Advisor
in Marlton, NJ

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About this Advisor

Caryn Fields is a financial advisor based in Marlton, New Jersey, working with Hightower Advisors, LLC. Caryn has previously held positions at Morgan Stanley, J.P. Morgan Securities LLC, Vivaldi Capital Management, LLC, Nadler Financial Group, Inc, Ausdal Financial Partners, Inc, Fidelity Investments, and Hightower Advisors. Caryn has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Caryn is part of Hightower Advisors, LLC, which operates out of Marlton, New Jersey. 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 66, 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

525 Route 73 North Suite 312
Marlton, NJ 08053

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Hightower Advisors, LLC Brokerage Details

Total Assets Under Management

$130,239,337,374

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

1,816

NJ Average: 44
Total Number of Accounts

178,256

NJ Average: 2,564
Average Account Size

$730,631

NJ 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

Caryn Fields Work History

2023 - Present (2 years)

Hightower Advisors

2020 - 2020 (< 1 year)

Nadler Financial Group, Inc

2020 - 2020 (< 1 year)

Ausdal Financial Partners, Inc

2020 - 2023 (3 years)

Fidelity Investments

2019 - 2019 (< 1 year)

Vivaldi Capital Management, LLC

2014 - 2019 (5 years)

J.P. Morgan Securities LLC

2013 - 2014 (1 year)

Morgan Stanley

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Disclosures

Please visit the SEC profile of Caryn Fields 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

Jacob Brown
Chicago, IL
Jeffrey Rock
Dallas, TX
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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