Matthew
Emery

Hightower Advisors, LLC

CRD#6134317
Investment Advisor
in Portland, ME

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About this Advisor

Matthew Emery is a financial advisor based out of Portland, Maine, with a total of 5 years of relevant experience. Emery is on the advisory team at Hightower Advisors, LLC. Over the course of their career, they have held roles at Hightower Securities, LLC and Prime Buchholz LLC. Emery maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Maine. Hightower Advisors, LLC is a financial advisory company that has its headquarters in Chicago, IL. The firm has offices in 100 locations and a total of 1,700 people on staff. It manages $105 billion in total assets among its 144,757 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 474 charitable organizations. Of its 144,757 customer accounts, just 13% belong to high-net-worth investors who have more than $1 million in assets. The business offers 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 fee schedules vary depending on the type of services offered. However, fees charged by Hightower Advisors, LLC most likely include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

5 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

2 Monument Sq. 7Th Floor
Portland, ME 04101

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Hightower Advisors, LLC Brokerage Details

Total Assets Under Management

$105,230,209,755

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

1,700

ME Average: 44
Total Number of Accounts

144,757

ME Average: 2,564
Average Account Size

$726,944

ME 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 Emery Work History

Matthew has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Hightower Securities, LLC

2013 - 2018 (5 years)

Prime Buchholz 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 Matthew Emery 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

Hannah Wardenburg
Saint Louis, MO
Ann-Margret Graham
Naples, FL
Nathan Straw
Chicago, IL
William Giffin
Downers Grove, IL
Jill Young
Beverly Hills, CA
Trevor Lipsett
Chicago, IL
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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