Todd Stewart Levy
Investment adviser representative at Hightower Advisors, LLC
22 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
22 years in the industry.
- Hightower Advisors, LLCApr 2023 to now
- Mass Mutual Insurance Co.Jan 2017 to now
- Hightower Altium Holding, LLCApr 2022 to Apr 2023
- Altium Wealth Management, LLCJan 2017 to Apr 2022
- Park Avenue Securities LLCDec 2004 to Jan 2017
- Guardian Life Insurance Co of AmericaNov 2004 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2006
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
- 4893593
- Firm CRD
- 145323