Megan Elizabeth Robertson
Investment adviser representative at Hightower Advisors, LLC
20 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
20 years in the industry.
- Hightower Advisors, LLCApr 2026 to now
- LPL Financial LLCMar 2024 to Mar 2026
- Redstone Federal Credit UnionMar 2024 to Mar 2026
- The Network Pro - ConsultantJun 2023 to Dec 2023
- First Command Brokerage ServicesMar 2022 to Oct 2022
- Catalina Foothills School DistrictNov 2019 to Mar 2020
- NextrioDec 2013 to Jun 2019
- HomemakerMay 2006 to Mar 2024
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (AL).
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
- 7512642
- Firm CRD
- 145323