Brian Michael Bergman
Investment adviser representative at Hightower Advisors, LLC
13 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
13 years in the industry.
- Hightower Advisors, LLCJun 2025 to now
- Smith Anglin Financial, LLCOct 2021 to Jun 2025
- Fidelity InvestmentsMar 2021 to Oct 2021
- TD Ameritrade, IncJun 2013 to Jan 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
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
- 6096663
- Firm CRD
- 145323