David Siegel
Investment adviser representative at Hightower Advisors, LLC
14 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
14 years in the industry.
- Hightower Advisors, LLCApr 2023 to now
- Hightower Altium Holding, LLCApr 2022 to Apr 2023
- Altium Wealth ManagementJan 2017 to Apr 2022
- Guardian Life Insurance Co of AmericaOct 2012 to Jan 2017
- Park Avenue Securities LLCOct 2012 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 4184622
- Firm CRD
- 145323