NP
NP

Natalie Perdomo

24 Years of Experience
Chicago, IL
Broker

Natalie Perdomo is a registered investment advisor at Hightower Advisors, LLC, based in Chicago, IL, with 24 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

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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Employment History
Current Registrations
Hightower Advisors, LLC
December 2017 - Present · 8 yrs 5 mos
Hightower Securities, LLC
August 2017 - Present · 8 yrs 9 mos
Hightower Securities, LLCBroker
August 2017 - Present · 8 yrs 9 mos
Previous Registrations
Suntrust Advisory Services, INC.
September 2016 - August 2017 · 11 mos
Suntrust Investment Services, INC.
July 2008 - December 2016 · 8 yrs 5 mos
Suntrust Investment Services, INC.Broker
July 2006 - August 2017 · 11 yrs 1 mo
Enterprise Fund Distributors, INC.Broker
August 2004 - May 2006 · 1 yr 9 mos
Raymond James Financial Services, INC.Broker
October 2002 - June 2004 · 1 yr 8 mos
Morgan Stanley & CO., IncorporatedBroker
May 2002 - September 2002 · 4 mos
Salomon Smith Barney INC.Broker
May 2001 - May 2002 · 1 yr
State Registrations20 states
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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.