Sean Matthew Ullrich
Investment adviser representative at Hightower Advisors, LLC
11 yearsExperience
1 stateRegistered in
$198.6BFirm assets
18 yearsFirm in business
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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
11 years in the industry.
- Hightower Advisors, LLCJan 2026 to now
- HightowerJan 2023 to now
- Cambridge Investment Research Advisors, Inc.Jan 2020 to Jan 2023
- Cambridge Investment Research, Inc.Apr 2019 to Jan 2023
- Impact Mental PerformanceJun 2018 to Jan 2023
- 314 Training AcademyOct 2017 to Jan 2023
- Louisiana TechAug 2015 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7091878
- Firm CRD
- 145323