David Samuel Warhoftig
Investment adviser representative at Hightower Advisors, LLC
12 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
12 years in the industry.
- Hightower Advisors, LLCApr 2025 to now
- Americana Partners, LLCFeb 2022 to Apr 2025
- Avalon AdvisorsMay 2018 to Jan 2022
- UnemployedOct 2017 to May 2018
- Water Street Capital ,inc.May 2017 to Oct 2017
- Pavaso, IncJun 2014 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 4624868
- Firm CRD
- 145323