Matthew
Newman
High Probability Advisors, LLC
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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*
Services Offered
Fee Structure
Office Location
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High Probability Advisors, LLC Brokerage Details
$542,074,725
10
530
$1,022,782
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.*
High Probability Advisors, LLC
Western Ny Asset Management
Cadaret, Grant & Co., Inc
Manning & Napier Investor Services, Inc
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.
Disclosures
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
Albany, NY
Pittsford, NY
Fort Meyers, FL
Pittsford, NY
Pittsford, NY
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 profile-compliance@smartasset.com.
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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.
