High Probability Advisors, LLC

Investment Advisor
in Pittsford, NY

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About this Advisor

Matthew Newman is a certified financial planner operating in Pittsford, New York who has 2 years of industry experience. Newman is an advisor for High Probability Advisors, LLC. Newman has gained experience at Manning & Napier Advisors, LLC, Manning & Napier Investor Services, Inc, Western Ny Asset Management, Cadaret, Grant & Co., Inc and High Probability Advisors, LLC. Newman maintains a Series 63 license, certifying them as a securities representative, and can serve investors in New York. High Probability Advisors, LLC is a business operating out of Pittsford, NY. The company has offices in two locations and a total of 10 employees. It handles $542 million in assets between its 530 client accounts, placing it among the bigger firms in the country by assets under management. Of its 530 accounts, 40% belong to high-net-worth investors who have greater than $1 million in investable assets. The firm performs a diverse array of services, including 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 fees usually are based on which services the firm provides the client. However, fee types charged by High Probability Advisors, LLC typically consist of asset-based fees.

Certifications and Registrations


Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

167 Sully'S Trail Suite 300
Pittsford, NY 14534

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High Probability Advisors, LLC Brokerage Details

Total Assets Under Management


NY Average: $7,464,549,021
Total Number of Employees


NY Average: 88
Total Number of Accounts


NY Average: 3,892
Average Account Size


NY Average: $1,917,921

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

Matthew Newman Work History

Matthew has been registered as a financial advisor for 2 years.*

2020 - Present (3 years)

High Probability Advisors, LLC

2015 - 2020 (5 years)

Western Ny Asset Management

2015 - 2020 (5 years)

Cadaret, Grant & Co., Inc

2013 - 2015 (2 years)

Manning & Napier Investor Services, Inc

2012 - 2015 (3 years)

Manning & Napier Advisors, LLC

*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 Matthew Newman 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

Matthew Newman
Pittsford, NY
Jake Cooper
Albany, NY
John Mann
Fort Meyers, FL
Stephen Carl
Pittsford, NY
Michael Jones
Pittsford, NY
Maureen Pilato
Pittsford, NY

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

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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