Marybeth R Breed
Investment adviser representative at Hightower Advisors, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$198.6BFirm assets
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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.
- Hightower Advisors, LLCJul 2023 to now
- Boston Hill Advisors, LLCFeb 2011 to Jul 2023
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 2597434
- Firm CRD
- 145323