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PIVOTAL ADVISORS LLC

NEW YORK, NY · CRD 310612 · IAPD ↗ · pivotal-advisors.com · 646-535-1097

$1.07BRegulatory AUM
1Advisory reps
4Employees
4Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — PIVOTAL ADVISORS LLC crossed $1B in regulatory AUM ($412.3M -> $1.07B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
65
June 2024 — PIVOTAL ADVISORS LLC reported RAUM up 38% ($303.8M -> $420.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.