High Probability Advisors, LLC
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About this Advisor
John Mann is a financial advisor working out of Fort Meyers, Florida, who has 1 year of relevant experience. Mann currently works for High Probability Advisors, LLC. During their career, Mann has held roles at Manning & Napier Advisors, LLC, Manning & Napier Investor Services, Inc, Brighthouse Financial and High Probability Advisors, LLC. Mann maintains Series 66 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida and New York. High Probability Advisors, LLC is a firm based out of Pittsford, NY. The firm has offices in two locations and a total of 10 advisors. It oversees $542 million in total assets across its 530 customer accounts, making it one of the bigger financial advisory firms in the nation by assets under management. Of its 530 client accounts, 40% are associated with high-net-worth investors who have more than $1 million in assets. The advisory firm performs a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules depend on the services. However, fee types billed by High Probability Advisors, LLC typically consist of asset-based fees.
Certifications and Registrations
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High Probability Advisors, LLC Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
John Mann Work History
John has been registered as a financial advisor for 1 years.*
High Probability Advisors, LLC
Manning & Napier Advisors, LLC
Manning & Napier Investor Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of John Mann to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at High Probability Advisors, LLC
Fort Meyers, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact firstname.lastname@example.org.
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