PA
PIVOTAL ADVISORS LLC
SEC RegisteredNEW YORK, NYhttps://pivotal-advisors.com646-535-1097
Assets Under Management
$1B–$5B
Employees
4
Office Locations
1 office
Total Accounts
15
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 6 | $3.8M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 9 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
4 total clients reported on Form ADV.
Leadership
Tiffany Catherine Mcghee
CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER
Office locations
1 office in 1 state
NY
NEW YORKHQ
Regulatory & compliance
CRD number
#310612
SEC Number
801-119532
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
pivotal-advisors.comPhone
646-535-1097Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PIVOTAL ADVISORS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.