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LORI J NARDOLILLO

LORI J. NARDOLILLO

HIGHTOWER SECURITIES | Director, Business Operations
Naples, FL 34109
Some features on this profile are disabled
CRD#: 2944949
LORI J NARDOLILLO

Professional summary


LORI J NARDOLILLO, who also goes by Lori Jo Collins ^^^^, Lori Jo Collins, Lori Jo Lachapelle, Lori Jo Lachappelle ^^^^, Lori Jo Lachappelle, Lori Jo Miklusis ^^^^, Lori Jo Miklusis, Lori Jo Moe ^^^^, Lori Jo Moe, Lori Jo Nardolillo ^^^^, Lori Nardolillo, is a registered financial professional currently at HIGHTOWER SECURITIES, LLC located in Naples, Florida.

LORI is registered as a RR (Registered Representative) and started their career in finance in 1997. LORI has worked at 7 firms and has passed the Series 63, SIE, Series 31, Series 7 and Series 6 exams.

Biography


Lori brings over 36 years of diverse financial industry experience to the team. She has previously worked for Merrill Lynch, Morgan Stanley, Fidelity, and MetLife in various capacities. Lori holds her Series 7, 63 and insurance licenses.
top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Lori Jo Collins ^^^^ | Lori Jo Collins | Lori Jo Lachapelle | Lori Jo Lachappelle ^^^^ | Lori Jo Lachappelle | Lori Jo Miklusis ^^^^ | Lori Jo Miklusis | Lori Jo Moe ^^^^ | Lori Jo Moe | Lori Jo Nardolillo ^^^^ | Lori Nardolillo

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) - BD


Click below to view LORI J NARDOLILLO's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

March 18, 2011 - Present

HIGHTOWER SECURITIES, LLC

Office #1: 9045 Strada Stell Ct. Suite 303, Naples, FL 34109
BD
CRD#: 116681
Naples, FL
Past

June 24, 2010 - March 23, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
NAPLES, FL
Past

June 22, 2010 - March 23, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NAPLES, FL
Past

June 1, 2009 - June 7, 2010

MORGAN STANLEY

RIA
CRD#: 149777
NAPLES, FL
Past

June 1, 2009 - June 7, 2010

MORGAN STANLEY

BD
CRD#: 149777
NAPLES, FL
Past

June 24, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
NAPLES, FL
Past

June 20, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NAPLES, FL
Past

December 6, 2000 - June 25, 2008

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
NAPLES, FL
Past

September 20, 1997 - September 28, 2000

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

September 20, 1997 - September 28, 2000

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(1/4/2013)
RR
California
(1/13/2015)
RR
Connecticut
(3/18/2011)
RR
Florida
(3/18/2011)
RR
Georgia
(3/18/2011)
RR
Illinois
(1/2/2024)
RR
Maine
(1/3/2022)
RR
Massachusetts
(3/18/2011)
RR
Minnesota
(3/18/2011)
RR
New Hampshire
(1/4/2013)
RR
New Jersey
(3/18/2011)
RR
New York
(3/18/2011)
RR
North Carolina
(11/28/2018)
RR
Ohio
(3/18/2011)
RR
Pennsylvania
(1/4/2013)
RR
Rhode Island
(3/18/2011)

Exams


State Security Law Exam
RR
Series 63
Date: 2/7/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 8/26/2008
Futures Managed Funds Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

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

Director, Business OperationsCRD#: 116681Naples, FL 34109

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