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Urszula Madra

15 Years of Experience
Westport, CT
Broker

Urszula Madra is a registered investment advisor at Hightower Advisors, LLC, based in Westport, CT, with 15 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

10 Wright Street First Floor, Westport, CT, 06880

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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
February 2024 - Present · 2 yrs 3 mos
Hightower Securities, LLCBroker
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
MML Investors Services, LLCBroker
March 2017 - July 2022 · 5 yrs 4 mos
Msi Financial Services, INC.Broker
April 2015 - March 2017 · 1 yr 11 mos
Metlife Securities INC.Broker
April 2014 - October 2014 · 6 mos
New England SecuritiesBroker
August 2009 - October 2014 · 5 yrs 2 mos
State Registrations27 states
AZCACOCTDEFLILINMAMDMENCNHNJNMNVNYOHORPARITXVAVTVirgin IslandsWAWI
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.
Urszula Madra - Financial Advisor | TrueAdvisor