Daniel
Trout
Hightower Advisors, LLC
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About this Advisor
Daniel Trout is a financial advisor working out of Fairfield, New Jersey with 5 years of industry experience. Trout works at Hightower Advisors, LLC. Trout has gained experience at Securities America, Inc, Securities America Advisors Inc, Financial Principles, LLC, American Financial Resources, Hightower Advisors LLC and Hightower Securities LLC. Trout holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in New Jersey. Hightower Advisors, LLC is an advisory business headquartered in Chicago, IL. The company has offices in 100 locations and a total of 1,700 advisors. It handles $105 billion in assets between its 144,757 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 474 charities and foundations. Of its 144,757 customer accounts, just 13% are held by high-net-worth clients who have more than $1 million in assets. Hightower Advisors, LLC offers a broad 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. Financial management fee schedules depend on which services are provided. However, fee types billed by Hightower Advisors, LLC can be comprised of 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
Daniel Trout Work History
Daniel has been registered as a financial advisor for 5 years.*
Hightower Advisors LLC
Hightower Securities LLC
Financial Principles, LLC
American Financial Resources
Securities America Advisors Inc
Securities America, Inc
*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 Daniel Trout 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
Waltham, MA
San Diego, CA
Madison, NJ
Downers Grove, IL
Greensboro, NC
Wayne, PA
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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