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Ronald D. Weiner

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CRD#: 1218537
RW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Ronald D Weiner was a registered financial professional .

Ronald is a previously registered financial professional and started their career in finance in 1984. Ronald had worked at 13 firms and has passed the Series 63, SIE, Series 7, Series 22, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 28, 2017 - March 2, 2020

HIGHTOWER SECURITIES, LLC

BD
CRD#: 116681
Boca Raton, FL
Past

October 14, 2016 - March 2, 2020

HIGHTOWER ADVISORS, LLC

RIA
CRD#: 145323
Boca Raton, FL
Past

September 19, 2006 - February 17, 2011

RDM REAL ESTATE SERVICES LLC

RIA
CRD#: 140926
WESTPORT, CT
Past

May 13, 2004 - March 3, 2009

PALM HARBOR ADVISORS LLC

RIA
CRD#: 131390
BOCA RATON, FL
Past

November 17, 2000 - April 28, 2017

RDM INVESTMENT SERVICES, LLC

BD
CRD#: 104266
BOCA RATON, FL
Past

January 3, 1995 - October 17, 2016

RETIREMENT DESIGN & MANAGEMENT INC

RIA
CRD#: 106067
WESTPORT, CT
Past

February 3, 1992 - February 23, 2001

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

November 27, 1990 - February 4, 1992

CADARET, GRANT & CO., INC.

BD
CRD#: 10641
SYRACUSE, NY
Past

November 16, 1989 - December 18, 1990

FINANCIAL SQUARE PARTNERS

BD
CRD#: 1541
NEW YORK, NY
Past

January 16, 1989 - November 16, 1989

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

April 5, 1988 - January 28, 1989

JRL CAPITAL CORPORATION

BD
CRD#: 10225
IRVINE, CA
Past

December 24, 1987 - April 5, 1988

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

January 17, 1984 - December 24, 1987

FINANCIAL PLANNERS EQUITY CORPORATION

BD
CRD#: 7420

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 9/8/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


HS
HIGHTOWER SECURITIES, LLC
CCM EQUITIES, LLC | UNITED FIDUCIARY SECURITIES, LLC | HIGHTOWER SECURITIES, LLC

CRD#: 116681 / SEC#: , 8-53560

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
200 West Madison Street Suite 2500, Chicago, IL 60606-3414
Mailing Address
200 West Madison Street Suite 2500, Chicago, IL 60606-3414
Phone number
(312) 962-3800
Established
Illinois since 06/28/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
HIGHTOWER HOLDING, LLCPARENT COMPANY
BESSO, DOUGLAS JOSEPHCTO1530829
COVIELLO, BARRY ANTHONYEXECUTIVE DIRECTOR, NATIONAL FIELD SUPERVISION1813688
GRAY, KENDRAMUNICIPAL PRINCIPAL4388082
GRAY, KENDRACHIEF COMPLIANCE OFFICER4388082
KARL, MATTHEW JAMESPRINCIPAL FINANCIAL OFFICER (PFO) & FINOP5361093
SMITH, SCOTT DAVIDCHIEF EXECUTIVE OFFICER2523535

Disclosures


Regulatory Event5
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


HIGHTOWER SECURITIES, LLC

CRD#: 116681

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