A complete list of active advisors currently associated with Momentum Advisors

Warmer can help you find a great advisor at Momentum Advisors or one who fits your needs even better.

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.

To learn more about the advisors currently working at Momentum Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Andrea Gray	New York, NY	12
Baron Hilliard	New York, NY	13
Tyler Holley	New York, NY	1
Jason Mahabirsingh	New York, NY	18
Kyle Pitts	New York, NY	10
William Platt	New York, NY	23

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

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