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Jeffrey Elliott Leventhal

Investment adviser representative at Hightower Advisors, LLC
15 yearsExperience
1 stateRegistered in
$198.6BFirm assets
18 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

15 years in the industry.

  1. Hightower Advisors, LLCSep 2011 to now
  2. Hightower Securities, LLCSep 2011 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1994
  • Series 65 · Uniform Investment Adviser Law1995

State registrations

Registered as an investment adviser representative in 1 state (MD).

Hightower Advisors, LLC

$198.6BAssets managed
64,035Clients
1,036Advisers
18 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2433591
Firm CRD
145323
Advisor's SEC record (opens in a new tab)
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