A complete list of active advisors currently associated with Pilot Investment Services, LLC

Warmer can help you find a great advisor at Pilot Investment Services, LLC or one who fits your needs even better.

Pilot Investment Services, LLC is a small, independent advisory firm that provides discretionary portfolio management and limited financial planning to individual and high-net-worth clients, as well as trusts and estates. The firm reports managing about $1.5 million on a discretionary basis across a small number of client accounts. Pilot develops an individualized Financial Profile and Investment Plan with each client and implements those plans primarily through ETFs, individual equities, bonds, and the selective use of options and margin. The firm describes using a mix of fundamental, technical/charting and cyclical analysis to construct portfolios and charges asset‑based (percentage-of-AUM) advisory fees in line with common practice for solo advisers. What distinguishes Pilot from many peers is its disclosed disciplinary history: the brochure details a client complaint that was settled in 2014 and a prior FINRA settlement related to options trading in 2008. The firm is operated and supervised by its sole principal, who is also employed as a revenue agent with the Department of the Treasury, and the adviser emphasizes execution and custody via an institutional Interactive Brokers platform while generally declining to vote client proxies.

To learn more about the advisors currently working at Pilot Investment Services, LLC, 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
Charles Kern III	Greensboro, NC	32

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