GL
CFA
GL
CFA

Gabrielle Lounds

10 Years of Experience
Chicago, IL
Broker

Gabrielle Lounds is a CFA-designated registered investment advisor at Hightower Advisors, LLC, based in Chicago, IL, with 10 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 Securities, LLCBroker
November 2024 - Present · 1 yr 6 mos
Hightower Advisors, LLC
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2022 - September 2024 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2022 - September 2024 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2018 - November 2020 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2018 - November 2020 · 2 yrs 3 mos
Rim Securities LLCBroker
May 2016 - July 2018 · 2 yrs 2 mos
City National Rochdale
May 2016 - July 2018 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2016 - April 2016 · 1 mo
United Planners' Financial Services of America a Limited PartnerBroker
September 2015 - February 2016 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2014 - October 2015 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2014 - October 2015 · 1 yr 4 mos
State Registrations1 state
IL
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.
Gabrielle Lounds - Financial Advisor | TrueAdvisor