RIA Intelligence

PIVOTAL ADVISORS LLC

CRD #310612 SEC #801-119532 NEW YORK, NY 646-535-1097
SEC Registered
Total AUM
$412.3M
Discretionary
$352.2M
Employees
3
Clients
--
Accounts
18

Firm Details

Organization Type
Limited Liability Company
State of Formation
New York
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 11, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MCGHEE, TIFFANY, CATHERINEICHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERE Control
MCGHEE, TIFFANY, CATHERINEICHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERE Control
MCGHEE, TIFFANY, CATHERINEICHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERE Control
MCGHEE, TIFFANY, CATHERINEICHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERE Control
MCGHEE, TIFFANY, CATHERINEICHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERE Control
MCGHEE, TIFFANY, CATHERINEICHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERE Control
MCGHEE, TIFFANY, CATHERINEICHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERE Control
MCGHEE, TIFFANY, CATHERINEICHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERE Control
MCGHEE, TIFFANY, CATHERINEICHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERE Control
MCGHEE, TIFFANY, CATHERINEICHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERE Control
MCGHEE, TIFFANY, CATHERINEICHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Nov 11, 2025 REGISTERED

Notice Filings (1)

NY

Address

45 ROCKEFELLER PLAZA
20TH FLOOR
NEW YORK, NY 10111
United States
Phone: 646-535-1097