linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Sadie Patrice Lanzet

Hightower Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Sadie? Claim Your Profile

About Sadie Patrice Lanzet

Sadie Patrice Lanzet is an Investment Advisor Representative with Hightower Advisors, LLC. Sadie has been in the financial industry since 2004. Sadie is registered with the state of New York and has a Series 66, Series 7 and a SIE. Sadie previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

Firm Information

Sadie Lanzet is currently registered with Hightower Advisors, LLC. Hightower Advisors, LLC is a financial advisor headquartered in CHICAGO, IL. They provide financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisers. The firm has approximately 130,239,337,374 USD in regulatory assets under management. Hightower Advisors, LLC serves high-net-worth individuals, corporations or other businesses, charitable organizations, pension and profit-sharing plans, insurance companies, individuals other than high-net-worth, banking or thrift institutions, and state or municipal government entities.
Hightower Advisors, LLC

200 W. MADISON ST.

CHICAGO, IL 60606

$130.24B

Assets Under Management

100

Total Clients

889

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

treasury management for corporate clients

Treasury management for corporate clients

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Retainer or service fees or some combination of 1, 2, 4, 5 & 7

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Sadie Lanzet’s Registration & Firm History

NY

03/18/2021 - Present

Hightower Advisors, LLC (NEW YORK NY)

NY

11/04/2004 - 02/25/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

Not sure if Sadie Patrice Lanzet is right for you?

Licenses & Designations

BOTH

Issued 08/14/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/03/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sadie Patrice Lanzet.
Not sure if Sadie Patrice Lanzet is right for you?