Shaina
Desai
Hightower Advisors, LLC
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About this Advisor
Shaina Desai is a certified financial planner and chartered financial consultant operating in Chicago, Illinois who has 1 year of relevant experience. Desai is an advisor for Hightower Advisors, LLC. During their career, Desai has held roles at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Ucla Housing And Hospitality, Student Ucla, Kumon Learning Center, Student Yorba Linda High School, Northwestern Mutual Wealth Management Company, Jessica Aliotti and Hightower. Desai maintains a Series 63 license, certifying them as a securities agent, and is able to serve investors in California. Hightower Advisors, LLC is an advisory firm operating out of Chicago, IL. It has offices in 100 locations and a total of 1,700 financial advisors. It has $105 billion in total assets across its 144,757 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides services to 474 charities and foundations. Of its 144,757 accounts, just 13% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm 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. A financial advisor's fee schedules typically depend on which services are provided. Fees charged by Hightower Advisors, LLC most likely include asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hightower Advisors, LLC Brokerage Details
$105,230,209,755
1,700
144,757
$726,944
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
Shaina Desai Work History
Shaina has been registered as a financial advisor for 1 years.*
Hightower
Northwestern Mutual Wealth Management Company
Northwestern Mutual Wealth Management Company
Jessica Aliotti
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Ucla Housing And Hospitality
Student Ucla
Kumon Learning Center
Student Yorba Linda 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 Shaina Desai 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
Portland, ME
Melville, NY
Alpharetta, GA
Downers Grove, IL
Wayne, PA
San Diego, CA
Dallas, TX
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.
