Keel Point
46yrs
Top advisor by experience in Huntsville
14yrs
Based in Huntsville, Alabama, Robert Warren is a fiduciary financial advisor with 14 years of industry experience. Robert joined Hightower Advisors in 2014, after two years at Morgan Stanley and less than a year at Ameriprise Financial Services. Robert holds the CFP® designation.
One of 347 advisors with offices in Huntsville, and one of 316 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?14 years in the industry
Office200 Clinton Ave, Suite 100 & 210, Huntsville, AL 35801
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
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2014 – nowHightower Advisors, LLCCurrent firm
- Oct 2012 – Aug 2014Morgan StanleyPreviously
- May 2012 – Jul 2012Ameriprise Financial Services, LLCPreviously
Contact Robert
(312) 962-3800Firm headquarters in Chicago, IL. Ask for Robert. 200 Clinton Ave, Suite 100 & 210Huntsville, AL 35801Office · Get directions Firm websiteshaffer.hightoweradvisors.com
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- 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
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About Robert
How do I contact Robert?
Call Hightower Advisors at (312) 962-3800 and ask for Robert Warren. Robert works from the Huntsville, AL office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2012, about 14 years. 14 years in the industry.
What licenses does Robert hold?
Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Hightower Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Robert 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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