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Cy Cattan

23 Years of Experience
Houston, TX
May Earn CommissionSells Insurance

Cy Cattan is a registered investment advisor at Hightower Advisors, LLC, based in Houston, TX, with 23 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.

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Location

952 Echo Lane, Suite 460, Houston, TX, 77024

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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.

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Other Business ActivitiesSells Insurance

Cy is involved in several outside business activities, including owning a hunting preserve, being a limited partner in a restaurant, owning a recreational home, and having a minority interest in a hunting apparel company. Cy also sells non-variable insurance products as part of financial plans, dedicating about 10-20% of his time to this activity.

Employment History
Current Registrations
Hightower Advisors, LLC
June 2023 - Present · 3 yrs 3 mos
Previous Registrations
Avidian Wealth Solutions, LLC
August 2013 - June 2023 · 9 yrs 10 mos
Sound Financial Solutions, LP
August 2010 - August 2013 · 3 yrs
LPL Financial LLC
June 2005 - August 2013 · 8 yrs 2 mos
Lincoln Financial Advisors Corporation
October 2002 - June 2005 · 2 yrs 8 mos
State Registrations1 state
TX
Advisor

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.
Cy Cattan - Financial Advisor | TrueAdvisor