Matthew James Newman
Investment adviser representative at High Probability Advisors, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1BFirm assets
Are you Matthew James Newman? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- High Probability Advisors, LLCJan 2020 to now
- Cadaret, Grant & Co., Inc.Aug 2015 to Jan 2020
- Western NY Asset ManagementAug 2015 to Jan 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 2 states (MI, NY).
High Probability Advisors, LLC
$1BAssets managed
398Clients
8Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5675903
- Firm CRD
- 289541