Steven
Merdinger

Hightower Advisors, LLC

CRD#1430517
Investment Advisor
in Chicago, IL

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About this Advisor

Steven Merdinger is a certified financial planner and chartered financial consultant working out of Chicago, Illinois with 3 years of relevant experience. Merdinger is an employee of Hightower Advisors, LLC. The advisor has gained experience at Private Vista, LLC (Formerly Financial Strategy Network LLC), Comrehensive Asset Management & Servicing, Inc and Hightower Advisors LLC. Merdinger has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Illinois. Hightower Advisors, LLC is a company headquartered in Chicago, IL. The company has offices in 100 locations and a total of 1,700 advisors. It handles $105 billion in total assets between its 144,757 accounts, placing it among the biggest 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 associated with high-net-worth individuals who have greater than $1 million in investable assets. Hightower Advisors, LLC offers a diverse set 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. Fees for financial management vary depending on the services offered. Fee types charged by Hightower Advisors, LLC most likely include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

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

1 N. Franklin Suite 1250
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

Steven Merdinger Work History

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

2020 - Present (4 years)

Hightower Advisors LLC

2011 - 2018 (7 years)

Comrehensive Asset Management & Servicing, Inc

1992 - 2020 (28 years)

Private Vista, LLC (Formerly Financial Strategy Network 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 Merdinger 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

Robinson Mertilus
Alpharetta, GA
Mark Kravietz
Melville, NY
Matthew Conroy
Waltham, MA
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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