Anthony DestefanoCRD Number: 1980640
Current Firm: Hightower Advisors, LLC
Anthony Destefano (CRD# 1980640) is an Investment Advisor Representative working at Hightower Advisors, LLC in Chicago, IL and has over 33 years of experience in the finance industry.
Sequoia Wealth Management, LLC
Hightower Advisors, LLC
Highpoint Planning Partners
|Hightower Advisors||Chicago, IL||Apr 2023 - Current||< 1|
|Mass Mutual Life Insurance Company||Purchase, NY||Oct 2010 - Current||12|
|Hightower Altium Holding, LLC||Purchase, NY||Apr 2022 - Apr 2023||1|
|Altium Wealth Management LLC||Purchase, NY||Oct 2010 - Apr 2022||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1989|
|S65||NASAA Investment Advisors Law Examination||Aug 2004|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management105,230MILLIONS
Total Number of Accounts144,757ACCOUNTS
Average Account Value$726,944
- 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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