Tyler
Schmitt

Hightower Advisors, LLC

CRD#6395627
Investment Advisor
in Buffalo, NY

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About this Advisor

Tyler Schmitt is a financial advisor who works out of Buffalo, New York. Schmitt currently works for Hightower Advisors, LLC. Throughout their career, they have worked at Franklin Templeton Distributors, Inc, Csub, American Public University, Franklin Templeton Financial Services Corp, Legg Mason Investor Services, LLC and Hightower. Schmitt holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in New York. Hightower Advisors, LLC is a financial advisory business that has its headquarters in Chicago, IL. The investment advisory business has offices in 100 locations and a total of 1,700 employees. It oversees $105 billion in assets among its 144,757 client 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 associated with high-net-worth investors who have at least $1 million in assets. The advisory firm performs a diverse array 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 advice typically are based on the type of financial services provided. However, fee types billed by Hightower Advisors, LLC most likely include any combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

less than 1 year

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

747 Hopkins Rd. Williamsville
Buffalo, NY 14221

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Hightower Advisors, LLC Brokerage Details

Total Assets Under Management

$105,230,209,755

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

1,700

NY Average: 44
Total Number of Accounts

144,757

NY Average: 2,564
Average Account Size

$726,944

NY 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

Tyler Schmitt Work History

Tyler has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Hightower

2021 - 2023 (2 years)

Legg Mason Investor Services, LLC

2020 - 2023 (3 years)

Franklin Templeton Financial Services Corp

2014 - 2023 (9 years)

Franklin Templeton Distributors, Inc

2014 - 2014 (< 1 year)

American Public University

2010 - 2014 (4 years)

Csub

*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 Tyler Schmitt 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
Charlotte Berry
Beverly Hills, CA
Robinson Mertilus
Alpharetta, GA
William Giffin
Downers Grove, IL
Jill Young
Beverly Hills, CA
Ann-Margret Graham
Naples, FL
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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