Unclaimed Profile

Robert Preston Pitts

ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC·PETALUMA, California

Clean recordONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC

2090 MARINA AVENUE, PETALUMA, CA 94954CRD# 2624478Firm CRD# 162143

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Preston Pitts · PETALUMA, CA

Registration

CRD #2624478 · ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert Preston Pitts is a registered financial advisor based in PETALUMA, California, affiliated with ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC

AUM

$29M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2624478

Firm CRD# 162143

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Preston Pitts offer?

Robert Preston Pitts specializes in Financial Planning, Investment Management. Contact their office in PETALUMA, California for a consultation.

What are Robert Preston Pitts's credentials?

Robert Preston Pitts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Preston Pitts located?

Robert Preston Pitts is based in PETALUMA, California, working with ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC. Their office serves clients in the PETALUMA metropolitan area and surrounding communities.

How does Robert Preston Pitts charge for services?

Robert Preston Pitts's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC?

ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC has approximately 2 employees and manages $29M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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