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Daniel Gerald Trout

Investment adviser representative at Hightower Advisors, LLC
22 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

22 years in the industry.

  1. Hightower Advisors, LLCMay 2018 to now
  2. Hightower Securities LLCMay 2018 to now
  3. Financial Principles, LLCOct 2006 to now
  4. American Financial ResourcesOct 2004 to now
  5. Securities America Advisors Inc.Aug 2005 to May 2018
  6. Securities America, Inc.Sep 2004 to May 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2003
  • Series 65 · Uniform Investment Adviser Law2005

State registrations

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

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
4655793
Firm CRD
145323
Advisor's SEC record (opens in a new tab)
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