Unclaimed Profile

Gregory Thomas Pacitti

RANCH CAPITAL ADVISORS INC.·SARASOTA, Florida

SIE, Series 7, Series 24, Series 51, Series 63CFP25 years registeredRANCH CAPITAL ADVISORS INC.

4910 LAKEWOOD RANCH BLVD, SARASOTA, FL 34240CRD# 3258958Firm CRD# 300966

Profile Verification

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

Identity

Gregory Thomas Pacitti · SARASOTA, FL

Registration

CRD #3258958 · RANCH CAPITAL ADVISORS INC. · 25 years registered

Brand Profile

Not yet started

Career History

RANCH CAPITAL ADVISORS INC.

Apr 2019 – present

TRUVESTMENTS CAPITAL LLC

Feb 2018 – Feb 2019

SARASOTA, FL

TRUVESTMENTS CAPITAL LLC

May 2011 – Mar 2018

BRADENTON, FL

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2009 – May 2010

BRADENTON, FL

RAYMOND JAMES FINANCIAL SERVICES

Aug 2001 – Oct 2009

BRADENTON, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 51

Series 63

Registration record

First registered · August 9, 2001

Years registered · 25

Professional designation · CFP

Disclosure History

2008Customer Dispute·Settled

2007Customer Dispute·Denied

2002Customer Dispute·Denied

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

RANCH CAPITAL ADVISORS INC.

CRD 300966 · SEC 801-114909

AUM

$278M

Regulatory assets under management

Employees

1,043 client accounts

Services offered by RANCH CAPITAL ADVISORS INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RANCH CAPITAL ADVISORS INC. →

Introduction

Speak with Gregory

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Gregory is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SARASOTA?

Browse all registered financial advisors in SARASOTA, Florida or claim this profile if it's yours.

Browse SARASOTA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Gregory Thomas Pacitti offer?

Gregory Thomas Pacitti specializes in Financial Planning, Investment Management. Contact their office in SARASOTA, Florida for a consultation.

What are Gregory Thomas Pacitti's credentials?

Gregory Thomas Pacitti holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Gregory Thomas Pacitti located?

Gregory Thomas Pacitti is based in SARASOTA, Florida, working with RANCH CAPITAL ADVISORS INC.. Their office serves clients in the SARASOTA metropolitan area and surrounding communities.

How does Gregory Thomas Pacitti charge for services?

Gregory Thomas Pacitti's firm is compensated through percentage of aum, hourly charges, subscription fees, other: financial coaching service. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RANCH CAPITAL ADVISORS INC.?

RANCH CAPITAL ADVISORS INC. has approximately 7 employees and manages $278M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →