Susan Kathleen Monaghan
Investment adviser representative at Hightower Advisors, LLC
11 yearsExperience
1 stateRegistered in
$198.6BFirm assets
18 yearsFirm in business
Are you Susan Kathleen Monaghan? Claim your profile
Contact this firm
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
11 years in the industry.
- Hightower Advisors, LLCMay 2024 to now
- The Vanguard Group, Inc.Sep 2021 to May 2024
- Personal Capital Advisors CorporationSep 2020 to Sep 2021
- Mercer Global Advisors IncFeb 2018 to Jun 2020
- Act Wealth ManagementSep 2015 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
- Series 63 · Uniform Securities Agent State Law2021
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
- 6559610
- Firm CRD
- 145323