Claim Profile
Unclaimed Profile
JP

Joseph Michael Pitch

PITCH FINANCIAL SERVICES LLC·CEDAR KNOLLS, New Jersey
SIE, Series 6, Series 63CFP20 years registeredPITCH FINANCIAL SERVICES LLC
210 MALAPARDIS ROAD, SUITE 102, CEDAR KNOLLS, NJ 07927CRD# 1410880Firm CRD# 128713

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Michael Pitch · CEDAR KNOLLS, NJ
Registration
CRD #1410880 · PITCH FINANCIAL SERVICES LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

Dec 2021present
Jun 2007Dec 2021
CEDAR KNOLLS, NJ
Mar 2006Jan 2022
CEDAR KNOLLS, NJ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
Registration record
First registered · March 9, 2006
Years registered · 20
Professional designation · CFP
03

Disclosure History

2023Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

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

04

Firm Overview

Firm
PITCH FINANCIAL SERVICES LLC
CRD 128713 · SEC 801-67522
AUM
$31M
Regulatory assets under management
Employees
1
209 client accounts
Services offered by PITCH FINANCIAL SERVICES LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

Speak with Joseph

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

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

Looking for a financial advisor in CEDAR KNOLLS?

Browse all registered financial advisors in CEDAR KNOLLS, New Jersey or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Joseph Michael Pitch offer?
Joseph Michael Pitch specializes in Financial Planning, Investment Management. Contact their office in CEDAR KNOLLS, New Jersey for a consultation.
What are Joseph Michael Pitch's credentials?
Joseph Michael Pitch holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Joseph Michael Pitch located?
Joseph Michael Pitch is based in CEDAR KNOLLS, New Jersey, working with PITCH FINANCIAL SERVICES LLC. Their office serves clients in the CEDAR KNOLLS metropolitan area and surrounding communities.
How does Joseph Michael Pitch charge for services?
Joseph Michael Pitch's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PITCH FINANCIAL SERVICES LLC?
PITCH FINANCIAL SERVICES LLC has approximately 1 employees and manages $31M 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 →

Other Advisors at PITCH FINANCIAL SERVICES LLC