BC
BC

Barry Coviello

36 Years of Experience
Chicago, IL
Broker

Barry Coviello is a registered investment advisor at Hightower Advisors, LLC, based in Chicago, IL, with 36 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 56,418 clients with $160B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1028 advisors
Number of Clients
56,418 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$164.8B

Fee Structure

Hightower Advisors offers investment management services where fees are negotiable and can be calculated as a percentage of your portfolio. The percentage can be a flat rate, tiered based on asset levels, or tiered floating. Fees are typically deducted from your account and can be charged either in advance or after the service is provided, calculated quarterly or monthly. Some advisors may adjust fees based on significant deposits or withdrawals during the billing cycle. The firm may also household accounts for price breaks.

Loading...

Location

200 W. Madison St., Suite 2500, Chicago, IL, 60606

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Hightower Advisors, LLC
November 2013 - Present · 12 yrs 8 mos
Hightower Securities, LLCBroker
July 2013 - Present · 13 yrs
Hightower Securities, LLC
July 2013 - Present · 13 yrs
Previous Registrations
Morgan StanleyBroker
May 2012 - August 2013 · 1 yr 3 mos
UBS Financial Services INC.Broker
June 2001 - May 2012 · 10 yrs 11 mos
Brown & Company Securities CorporationBroker
April 1993 - June 2001 · 8 yrs 2 mos
L.C. Wegard & CO., INC.Broker
November 1991 - February 1992 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1989 - October 1991 · 1 yr 11 mos
American Capital CorporationBroker
February 1989 - August 1989 · 6 mos
Nylife Securities INC.Broker
June 1988 - January 1989 · 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.