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Matthew James Newman

High Probability Advisors, LLC

Pittsford, NY

Buffalo, NY

CRD 5675903

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Employer firm

High Probability Advisors, LLC CRD 289541

$1.05B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
High Probability Advisors, Llc

167 Sully'S Trail Suite 300, Pittsford, NY 14534 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-09-04
NY RA APPROVED 2021-08-24
  • MI RA
    APPROVED
    Since 2025-09-04
  • NY RA
    APPROVED
    Since 2021-08-24

Branch Locations

167 Sully'S Trail Suite 300, Pittsford, NY 14534 • United States

100 Corporate Pkwy Suite 200, Buffalo, NY 14226 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Western Ny Asset Management Williamsville NY 08/2015 01/2020
Cadaret, Grant & Co., Inc. Williamsville NY 08/2015 01/2020
High Probability Advisors, Llc Pittsford NY 01/2020 Present
  • 08/2015 → 01/2020
    Western Ny Asset Management
    Williamsville, NY
  • 08/2015 → 01/2020
    Cadaret, Grant & Co., Inc.
    Williamsville, NY
  • 01/2020 → Present
    High Probability Advisors, Llc
    Pittsford, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-10-06
  • S63 Uniform Securities Agent State Law Examination
    2015-10-06
Designations
  • Certified Financial Planner
Other Names
  • James Newman Matthew

View on SEC IAPD

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ARMBRUSTER CAPITAL MANAGEMENT, INC.
KICKSTAND WEALTH ADVISORS

Nearby Investors

Christopher M Leone
Matthew A Kilmer
Matthew M Matteson

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PITTSFORD, NY
ARMBRUSTER CAPITAL MANAGEMENT, INC. · PITTSFORD, NY
KICKSTAND WEALTH ADVISORS · PITTSFORD, NY

More in Pittsford, NY

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