George D. Marron
Professional summary
George D Marron, CFP®, who also goes by George David Marron, is a registered financial advisor currently at HIGH PROBABILITY ADVISORS, LLC located in Pittsford, New York.
George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. George has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view George D Marron's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 20, 2023 - Present
HIGH PROBABILITY ADVISORS, LLC
Office #1: 167 Sully's Trail Suite 300, Pittsford, NY 14534August 30, 2021 - January 2, 2023
HIGH FALLS ADVISORS, INC.
February 28, 2020 - November 9, 2020
KARPUS INVESTMENT MANAGEMENT
September 19, 2014 - January 9, 2018
MANNING & NAPIER ADVISORS, LLC
May 8, 2014 - January 9, 2018
MANNING & NAPIER INVESTOR SERVICES, INC.
Primary Firm SEC Registration
HIGH PROBABILITY ADVISORS, LLC
CRD#: 289541 / SEC#: 801-111913
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/20/2023)
Exams
Current Firm
HIGH PROBABILITY ADVISORS, LLC
CRD#: 289541 / SEC#: 801-111913
Contact information
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 695 |
| AUM (Assets Under Management) | $ 813,429,881 |
Red Flags
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Company Information
HIGH PROBABILITY ADVISORS, LLC
CRD#: 289541Pittsford, NY 14534TRUST BUT VERIFY
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