# PROFESSIONAL FINANCIAL STRATEGIES, INC

PROFESSIONAL FINANCIAL STRATEGIES, INC of PITTSFORD, NY is an SEC-registered investment adviser.

## Registration

- CRD: 125580
- Type: SEC-registered investment adviser
- SEC file number: 801-107130
- Location: 1159 PITTSFORD-VICTOR RD, SUITE 120, PITTSFORD, NY, 14534-3827
- Phone: 585-218-9080
- Latest filing: 2026-04-14
- Regulatory AUM: $225.8M
- Discretionary AUM: $210.7M
- Non-discretionary AUM: $15.1M
- Clients: 4
- Accounts: 450

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Corporations

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Paul Byron Hill | CEO, PRESIDENT; CHIEF COMPLIANCE OFFICER | — |
| Kam-Lin Kok | VICE PRESIDENT | — |
| HILL PAUL BYRON | CEO; CEO, PRESIDENT; CHIEF COMPLIANCE OFFICER (+2 more) | — |
| KOK KAM-LIN | PRESIDENT; VICE PRESIDENT | — |


## Disclosures (3)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2024-04-18 | regulatory | THE SETTLED ORDER PROVIDES THAT PFS VIOLATED A PROVISION OF RULE 206(4)-1 OF THE INVESTMENT ADVISERS ACT IN CONNECTION WITH THE DISSEMINATION OF CERTAIN ADVERTISEMENTS CONTAINING THIRD-PARTY RANKINGS. THE FIRM DISSEMINATED CERTAIN MATERIAL ON ITS PUBLIC WEBSITE AND NEWSLETTERS CONTAINING ONE THIRD-P… | Final | $60K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/125580/brochure
- Similar advisers: https://search.stillhousedata.com/firm/125580/similar
- Related entities: https://search.stillhousedata.com/firm/125580/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/125580

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.