Momentum Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$351,385,697
Clients
354
Advisors
6
of 10 employees
About
Momentum Advisors is a registered investment adviser that serves individuals, families, trusts, charitable institutions, foundations, pension and profit‑sharing plans, and small businesses with wealth management, financial planning, investment and portfolio management, and consulting services. The firm provides tailored client relationships, working with each client to define objectives and construct individualized portfolios, and delivers both discretionary and non‑discretionary management.
Momentum’s investment process emphasizes customized portfolio construction, ongoing monitoring, and periodic reviews of objectives and risk tolerance; the firm commonly uses mutual funds, ETFs, and third‑party managers (subadvisers) and conducts due diligence and ongoing oversight before and after engaging subadvisers. The firm also offers standalone consulting on discrete topics and provides a preliminary, no‑cost fact‑finding meeting at onboarding.
Distinctive features disclosed in the brochure include operation of an affiliated private pooled investment vehicle that can pay performance‑based compensation and for which Momentum serves as investment manager, arrangements the firm notes can create conflicts of interest and are managed through allocation and valuation policies. The firm also discloses that some supervised persons are licensed insurance producers with an affiliated insurance agency and may receive commissions, that it distributes periodic newsletters, podcasts and educational seminars at no charge, and that it consented to a March 7, 2025 SEC settlement involving supervisory and custody deficiencies that resulted in censure and a civil penalty.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for standalone financial planning services, negotiated per engagement
$0 - $999,999: 1% $1,000,000 - $1,999,999: 0.90% $2,000,000 - $4,999,999: 0.70% $5,000,000 - $9,999,999: 0.60% $10,000,000 - $24,999,999: 0.55% $25,000,000+: 0.50%
Performance-based fees charged for private pooled investment fund managed by the Firm; terms disclosed in fund offering documents
Account minimum: $250,000 Minimum fee: $3,000 minimum annual fee for investment management services Fee-only: Financial planning standalone fixed fees are negotiated based on scope and complexity; consulting fees typically around $1,000 per month, but negotiable
Main office
1120 Avenue of the Americas, 4th Floor
New York NY 10036
Advisors at this office
6
Most active in
California · Florida · Georgia · Louisiana · Maryland · Massachusetts · Minnesota · New Jersey · New York · North Carolina · Pennsylvania · Texas · Virginia
Also doing business as
Momentum Advisors · Momentum Advisors, LLC · Pisces Ventures, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Quick links
Advisors at this firm
Jason M
Series 63, Series 65
New York, NY
Momentum Advisors
Jason Mahabirsingh is a financial advisor at Momentum Advisors with Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at Credit Suisse Securities (Canada) Inc. and Credit Suisse First Boston, where he worked for a combined 19 years before becoming self-employed from 2018 to 2022. Momentum Advisors serves individual and organizational clients such as families, trusts, charitable organizations, and small businesses, offering wealth management, financial planning, investment management, and consulting services. The firm builds customized portfolios based on clients’ risk profiles and time horizons, using both discretionary and non-discretionary management approaches alongside third-party managers and subadvisers.
William P
CFP®, Series 63
New York, NY
Momentum Advisors
William Platt is a CFP® with 23 years of industry experience. He has been with Momentum Advisors since 2014 and previously worked at Farther. Outside of his advisory work, he serves as a varsity secondary football coach at St. Anthony's School in Melville, NY. Momentum Advisors is a registered investment adviser that provides wealth management, financial planning, and portfolio management services to individuals, families, trusts, charitable institutions, foundations, pension plans, and small businesses. The firm emphasizes customized portfolio construction and ongoing monitoring, using mutual funds, ETFs, and third-party managers.
Andrea G
Series 66
New York, NY
Momentum Advisors
Andrea Gray is a financial advisor at Momentum Advisors with 12 years of industry experience. She holds a Series 66 designation and has worked at Farther, Bank of America, and Merrill. Momentum Advisors is a registered investment adviser that serves individuals, families, trusts, charitable institutions, foundations, pension and profit-sharing plans, and small businesses. The firm offers tailored wealth management, financial planning, investment and portfolio management, and consulting services, emphasizing customized portfolio construction and ongoing monitoring.
Kyle P
Series 66
New York, NY
Momentum Advisors
Kyle Pitts is a financial advisor at Momentum Advisors with 10 years of industry experience. He holds a Series 66 designation and has been with Momentum Advisors since 2015. Pitts serves as a director for Corporation Me! Financial Education, a nonprofit organization that teaches personal finance basics to teenagers and young adults. Momentum Advisors serves a diverse client base including individuals, families, trusts, charitable organizations, and small businesses, offering wealth management, financial planning, and investment consulting. The firm constructs individualized portfolios tailored to clients’ risk profiles and time horizons, and provides both discretionary and non-discretionary management using third-party managers and subadvisers.
Tyler H
Series 65
New York, NY
Momentum Advisors
Tyler Holley is a financial advisor at Momentum Advisors in New York, NY, holding a Series 65 designation with one year of industry experience. He has been with Momentum Advisors since 2021. Momentum Advisors serves a diverse client base including individuals, families, trusts, charitable institutions, foundations, pension and profit-sharing plans, and small businesses. The firm offers wealth management, financial planning, investment and portfolio management, and consulting services with a focus on customized portfolio construction and ongoing monitoring.
Baron H
Series 63, Series 65
New York, NY
Momentum Advisors
Baron Hilliard is a financial advisor at Momentum Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Northwestern Mutual in various capacities from 2018 to 2025. He is the founder and president of Love, Black People, a nonprofit organization based in New Jersey. Momentum Advisors is a registered investment adviser serving individuals, families, trusts, charitable institutions, foundations, pension and profit-sharing plans, and small businesses. The firm focuses on customized portfolio construction, ongoing monitoring, and individualized financial planning using a variety of investment vehicles and third-party managers.
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