Mark AielloCRD Number: 4224702
Current Firm: Hightower Advisors, LLC
Mark Aiello (CRD# 4224702) is an Investment Advisor Representative working at Hightower Advisors, LLC in Chicago, IL and has over 16 years of experience in the finance industry.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Hightower Advisors, LLC
|Hightower||Chicago, IL||Sep 2021 - Current||< 1|
|Waddell & Reed, Inc.||Egg Harbor Township, NJ||Feb 2019 - Sep 2021||2|
|Lincoln Investment||Fort Washington, PA||Oct 2016 - Feb 2019||2|
|Scottrade, Inc.||Atlantic City, NJ||Jan 2006 - Oct 2016||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2006|
|S66||NASAA Uniform Combined State Law Examination||Dec 2017|
Total Assets Under Management103,620MILLIONS
Total Number of Accounts101,401ACCOUNTS
Average Account Value$1,021,887
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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