William Blair & Company
47yrs
Top advisor by experience in Illinois
26yrs
Based in Chicago, Illinois, David Beatson is a fiduciary financial advisor with 26 years of industry experience. David joined Hightower Advisors in 2021, after 18 years at Alexandria Capital and two years at Alexandria Financial Associates. David holds the CFA designation.
One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.
At a glance
Experience26 years (since 2001)
How that compares ?Top 23% by experience in Chicago
Office200 W. Madison St. Suite 2500, Chicago, IL 60606
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$2.85 million
Advisors at the firm1,039
States licensed ?1 state
Services through Hightower Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowHightower Advisors, LLCCurrent firm
- 2003 – 2021Alexandria CapitalPreviously
- Apr 2002 – Dec 2003Alexandria Financial Associates, LTD.Previously
Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call Hightower Advisors at 312-962-3800 and ask for David Beatson. David works from the Chicago, IL office.
How long has David been a financial advisor?
David has been in the industry since 2001, about 26 years. Top 23% by experience in Chicago.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Hightower Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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