Skip to content

George Breckinridge Cauffman

Investment adviser representative at Hightower Advisors, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$198.6BFirm assets

Are you George Breckinridge Cauffman? Claim your profile

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.

  1. Hightower Advisors, LLCApr 2025 to now
  2. The Vanguard Group, Inc.Nov 2021 to Mar 2025
  3. UnemployedMay 2021 to Oct 2021
  4. Citrine PowerFeb 2021 to Apr 2021
  5. UnemployedJun 2020 to Jan 2021
  6. CbreJun 2017 to May 2020
  7. Moody Securities, LLCJul 2014 to Jun 2017

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2014
  • Series 66 · Uniform Combined State Law2022

State registrations

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

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
6378968
Firm CRD
145323
Advisor's SEC record (opens in a new tab)
CallContact this firm