Michael J. Pilato
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Michael John Pilato, CFP® was a registered financial professional .
Michael is a previously registered financial professional and started their career in finance in 2001. Michael had worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2008
Experience
May 18, 2001 - September 28, 2025
QUANTUM FINANCIAL ADVISORS, P.A.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Current Firm
QUANTUM FINANCIAL ADVISORS, P.A.
CRD#: 141815 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 13 |
| AUM (Assets Under Management) | $ 5,701,500 |
Red Flags
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