SW
CFA
SW
CFA

Stephanie Withers

21 Years of Experience
Chicago, IL
Broker

Stephanie Withers is a CFA-designated registered investment advisor, based in Chicago, IL, with 21 years of industry experience.

Location

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

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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 Activities

Stephanie owns and rents two residential units, requiring minimal time. She is also an investment advisor with Bel Air Investment Advisors LLC and an investment committee member of Katherine Delmar Burke School, overseeing the endowment for a minimal time commitment.

Employment History
Current Registrations
Hightower Securities, LLCBroker
July 2025 - Present · 1 yr 2 mos
Hightower Advisors, LLC
September 2021 - Present · 5 yrs
Previous Registrations
Bel Air Investment Advisors LLC
March 2021 - October 2021 · 7 mos
Bel Air Securities LLCBroker
June 2015 - October 2021 · 6 yrs 4 mos
J.P. Morgan Securities LLCBroker
May 2011 - June 2015 · 4 yrs 1 mo
Goldman, Sachs & CO.Broker
January 2005 - May 2011 · 6 yrs 4 mos
State Registrations1 state
CA
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.
Stephanie Withers - Financial Advisor | TrueAdvisor