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Steven Tresnan

20 Years of Experience
Chicago, IL
Broker

Steven Tresnan is a registered investment advisor at Hightower Advisors, LLC, based in Chicago, IL, with 20 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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Other Business Activities

Steven is an artist since 2008 and sells his album "Open Wide" on iTunes, Limewire, and Napster, though he has made no sales to date. He devotes minimal time to this activity.

Employment History
Current Registrations
Hightower Advisors, LLC
October 2009 - Present · 16 yrs 7 mos
Hightower Securities, LLCBroker
October 2009 - Present · 16 yrs 7 mos
Previous Registrations
Ameriprise Financial Services, INC.
April 2006 - October 2009 · 3 yrs 6 mos
Ameriprise Financial Services, INC.Broker
March 2006 - October 2009 · 3 yrs 7 mos
State Registrations4 states
NYUTVAWY
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.