Michael Pilato (CRD# 5215155) is an Investment Advisor Representative working at Quantum Financial Advisors, P.a. in Boynton Beach, FL and has over 23 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 1235698
World Equity Group, Inc.
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Quantum Financial Advisors, P.a. | Boynton Beach, FL | Jul 2000 - Current | 23 |
Roderick C. Moe, Cpa, P.a. | Lake Worth, FL | Sep 2014 - May 2016 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | May 2000 |
- FL
-
Total Assets Under Management9MILLIONS
-
Total Number of Accounts41ACCOUNTS
-
Average Account Value$229,268
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL
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