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 is a solo independent advisory firm that provides discretionary portfolio management and limited financial planning services to individuals, high-net-worth clients, trusts and estates. In addition to these retail relationships, the firm’s reporting indicates it also serves a range of institutional and corporate clients — including banks and thrift institutions, insurance companies, pension and profit-sharing plans, charitable organizations, state and municipal entities, other investment advisers, corporate clients and even a sovereign wealth fund — a client mix that is uncommon for a firm of this size. The firm begins client relationships by developing a financial profile and an investment plan and typically implements those plans on a discretionary basis. Investment implementation uses ETFs, individual equities and fixed income, options and margin strategies, and the brochure cites fundamental, technical, charting and cyclical analysis; trading is generally executed through an institutional platform at Interactive Brokers, with written policies on trade aggregation, best execution and a Code of Ethics. Noteworthy distinctions include a disclosed disciplinary history involving a customer complaint and subsequent settlements, as well as a FINRA settlement that resulted in a suspension, fine and restitution — disclosures that are rare among peers. The firm is also notable for combining a modest asset base and small client roster with an unusually broad set of institutional client types and active use of leverage and options, and its principal maintains outside employment as a federal revenue agent, factors that may affect risk, capacity and operational considerations for prospective clients.
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 |
|---|---|---|
Greensboro, NC
| 32
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")