Trevor Lawerence Phillippi
Investment adviser representative at Hightower Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$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
10 years in the industry.
- Hightower Advisors, LLCOct 2022 to now
- Hightower 6m HoldingDec 2021 to now
- 6 Meridian LLCSep 2016 to Dec 2021
- Private Client ServicesSep 2016 to Dec 2021
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 5255389
- Firm CRD
- 145323