Ira
Utay

Hightower Advisors, LLC

CRD#4831292
Investment Advisor
in Chicago, IL

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About this Advisor

Ira Utay is a certified financial planner working out of Chicago, Illinois with a total of 3 years of industry experience. Utay is currently employed by Hightower Advisors, LLC. Throughout their career, Utay has worked at Frontier Investment Management Co, Hightower Advisors LLC, Usaa Investment Management Company, Usaa Financial Planning Services and Usaa Financial Advisors, Inc. Utay holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Texas. 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 people on staff. It has $105 billion in assets under management between its 144,757 customer accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advisory services to 474 charitable organizations. Of its 144,757 accounts, just 13% are held by high-net-worth investors who have greater than $1 million in investable assets. Hightower Advisors, LLC offers a diverse array 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 usually are based on which services the firm provides the client. Fees charged by Hightower Advisors, LLC can include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

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

200 W. Madison St. Suite 2500
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

Ira Utay Work History

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

2020 - Present (4 years)

Hightower Advisors LLC

2019 - 2020 (1 year)

Frontier Investment Management Co

2015 - 2019 (4 years)

Usaa Investment Management Company

2009 - 2015 (6 years)

Usaa Financial Planning Services

2009 - 2015 (6 years)

Usaa Financial Advisors, 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 Ira Utay 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

Matthew Conroy
Waltham, MA
Patrick Mccahill
Madison, NJ
William Giffin
Downers Grove, IL
Margoth Romero
San Diego, CA
Mark Kravietz
Melville, NY
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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