Tracey Ann Gledhill
Investment adviser representative at Hightower Advisors, LLC
11 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
11 years in the industry.
- Hightower Advisors, LLCJul 2026 to now
- UnemployedJan 2026 to Jul 2026
- The Vanguard Group, Inc.Jul 2025 to Jan 2026
- Vanguard Advisers, Inc.Jul 2025 to Jan 2026
- Vanguard Marketing CorporationJul 2025 to Jan 2026
- UnemployedApr 2025 to Jul 2025
- Sanctuary Advisors, LLCOct 2022 to Apr 2025
- Sanctuary Securiites, Inc.Oct 2022 to Apr 2025
- Bank of America, N.A.Mar 2015 to Oct 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2015 to Oct 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 2850642
- Firm CRD
- 145323