Michael A. Winaker
Investment adviser representative at Hightower Advisors, LLC
12 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
12 years in the industry.
- Hightower Advisors, LLCMay 2025 to now
- UBS Financial ServicesJul 2022 to May 2025
- Centaurus Financial Inc.Aug 2021 to Jun 2022
- Pepperdine University (student)Aug 2018 to Apr 2022
- NordstromJun 2018 to Aug 2018
- NorthextJun 2017 to Feb 2020
- San Ramon Valley High School (student)Aug 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- 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
- 7422235
- Firm CRD
- 145323