Matthew
Ward

Hightower Advisors, LLC

CRD#7366967
Investment Advisor
in Chicago, IL

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About this Advisor

Matthew Ward is a financial advisor working out of Chicago, Illinois with a total of 2 years of relevant experience. Ward is an advisor for Hightower Advisors, LLC. During their career, Ward has held roles at Hightower Securities LLC, G Treasury, Sympony Clinical Research, Illinois State University, H&K Mechanical, Harper College, Thats Amore Pizza, Dolphin Swim Club, Georgios Chicago Pizzeria & Pub and Prairie Ridge High School. Ward maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Illinois. Hightower Advisors, LLC is a registered investment business based out of Chicago, IL. It has offices in 100 locations and a total of 1,700 financial advisors. It handles $105 billion in total assets across its 144,757 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 474 charities and foundations. Of its 144,757 accounts, just 13% belong to high-net-worth clients who have at least $1 million in investable assets. Hightower Advisors, LLC offers a diverse set 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 vary depending on which services are provided. Fee types billed by Hightower Advisors, LLC most likely are comprised of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

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

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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

Matthew Ward Work History

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

2020 - Present (4 years)

Hightower Securities LLC

2019 - 2020 (1 year)

G Treasury

2017 - 2019 (2 years)

Sympony Clinical Research

2016 - 2016 (< 1 year)

Hightower Securities LLC

2015 - 2017 (2 years)

Illinois State University

2015 - 2015 (< 1 year)

Hightower Securities LLC

2014 - 2015 (1 year)

H&K Mechanical

2014 - 2014 (< 1 year)

Thats Amore Pizza

2013 - 2014 (1 year)

Harper College

2013 - 2014 (1 year)

Dolphin Swim Club

2011 - 2014 (3 years)

Georgios Chicago Pizzeria & Pub

2009 - 2013 (4 years)

Prairie Ridge High School

*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 Matthew Ward 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

Jason Croy
Greensboro, NC
Mark Kravietz
Melville, NY
Patrick Mccahill
Madison, NJ
William Giffin
Downers Grove, IL
Kevin Wager
Wayne, PA
Margoth Romero
San Diego, CA
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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