Maureen Pilato, financial advisor Rochester NY

Maureen Pilato

CRD Number: 4451433
Current Firm: J.p. Morgan Securities LLC

Maureen Pilato (CRD# 4451433) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Rochester, NY and has 1 year of experience in the finance industry. Maureen Pilato has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Jpmorgan Chase Bank Na Rochester, NY Aug 2023 - Current < 1
Jpmorgan Securities LLC Rochester, NY Aug 2023 - Current < 1
High Probability Advisors, LLC Pittsford, NY Sep 2018 - Aug 2023 4
High Falls Advisors Rochester, NY Apr 2014 - Sep 2018 4
Leigh Baldwin & Company, LLC Cazenovia, NY May 2014 - Nov 2017 3
Lpl Financial LLC Pittsford, NY Sep 2013 - Apr 2014 < 1
Halleran Financial Group Pittsford, NY Sep 2013 - Apr 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2023
Contact Info for Maureen J. Pilato
Phone Number: 800-999-2000
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    212,929
    MILLIONS
  • Total Number of Accounts
    982,795
    ACCOUNTS
  • Average Account Value
    $216,656
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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