Diego F Wanderley
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, LLCOct 2023 to now
- Morgan Stanley Private Bank, N.A.Dec 2021 to Oct 2023
- Morgan Stanley Smith Barney LLCAug 2021 to Oct 2023
- Fifth Third SecuritiesMay 2020 to Aug 2021
- Fifth Third BankOct 2018 to Aug 2021
- California Pizza KitchenJul 2018 to May 2019
- Merchant Lynx ServicesOct 2017 to May 2018
- Special Coatings USA, LLCJan 2015 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7265193
- Firm CRD
- 145323