Morgan Stanley
43yrs
Top advisor by experience in Madison
3yrs
Peter Sheen
Financial advisor at Hightower Advisors
Based in Madison, Connecticut, Peter Sheen is a fiduciary financial advisor with 3 years of industry experience. Peter has been with Hightower Advisors since 2025; before that, Peter spent a year at Knights of Columbus Asset Advisors. Hightower Advisors offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 114 advisors with offices in Madison, and one of 111 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office1291 Boston Post Rd Suite 201, Madison, CT 06443
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jun 2025 – nowHightower Advisors, LLCCurrent firm
- Feb 2024 – Jun 2025Knights of Columbus Asset Advisors LLCPreviously
Contact Peter
1291 Boston Post Rd Suite 201Madison, CT 06443Office · Get directions Firm main line(312) 962-3800Headquarters: Hightower Advisors · Chicago, IL Firm websiteshaffer.hightoweradvisors.com
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Questions to ask Peter
Tailored to Peter’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Peter
How do I contact Peter?
Call Hightower Advisors at (312) 962-3800 and ask for Peter Sheen. Peter works from the Madison, CT office.
How long has Peter been a financial advisor?
Peter has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Peter hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Peter a fiduciary?
Peter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Peter paid?
Hightower Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Peter 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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