High Probability Advisors, LLC
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About this Advisor
Maureen Pilato is a certified financial planner operating out of Pittsford, New York who has 2 years of industry experience. Pilato is an employee of High Probability Advisors, LLC. The advisor has gained experience at Ensemble Financial Services, Tompkins Financial Advisors, Lpl Financial LLC, Leigh Baldwin & Co., LLC, High Falls Advisors, Halleran Financial Group and High Probability Advisors, LLC. Pilato holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in New York and Texas. High Probability Advisors, LLC is an advisory business operating out of Pittsford, NY. The firm has offices in two locations and a total of 10 people on staff. It controls $542 million in total assets between its 530 accounts, making it one of the larger financial advisory firms in the country by assets under management. Of its 530 customer accounts, 40% belong to high-net-worth clients who have more than $1 million in assets. High Probability Advisors, LLC provides a number 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. Fees for financial management 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
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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
Maureen Pilato Work History
Maureen has been registered as a financial advisor for 2 years.*
High Probability Advisors, LLC
Leigh Baldwin & Co., LLC
High Falls Advisors
Lpl Financial LLC
Halleran Financial Group
Tompkins Financial Advisors
Ensemble Financial Services
*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 Maureen Pilato 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 email@example.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.