Drew Daniel Morwood
Investment adviser representative at Hightower Advisors, LLC
10 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
10 years in the industry.
- Hightower Advisors, LLCFeb 2021 to now
- TD AmeritradeSep 2020 to Feb 2021
- UnemployedMar 2020 to Sep 2020
- Cetera Financial GroupJun 2019 to Aug 2019
- Cup of YoMay 2017 to Aug 2018
- Baylor UniversityAug 2016 to May 2020
- UnemployedJan 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2022
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
- 7119627
- Firm CRD
- 145323