Charlotte Spiegel
Investment adviser representative at Hightower Advisors, LLC
6 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
6 years in the industry.
- Hightower Advisors, LLCOct 2020 to now
- Argent Wealth Management, LLCMar 2020 to Oct 2020
- Consolidated Funeral Services, Inc.May 2017 to Feb 2020
- Framingham State Alumni DepartmentJan 2017 to May 2017
- Lovepop, Inc.Oct 2014 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 8146358
- Firm CRD
- 145323