Karen Jennifer Fortunato
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, LLCJul 2025 to now
- Ameriprise Financial Services, LLCAug 2023 to Jul 2025
- Edward JonesMay 2019 to Jul 2023
- Grand Central Oyster BarDec 2016 to May 2019
- Friedman's LunchOct 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7100240
- Firm CRD
- 145323