Unclaimed Profile

Mechelina Margaret Pitch

PITCH FINANCIAL SERVICES LLC·CEDAR KNOLLS, New Jersey

SIE, Series 6, Series 7, Series 24, Series 63CFPClean record20 years registeredPITCH FINANCIAL SERVICES LLC

210 MALAPARDIS ROAD, SUITE 102, CEDAR KNOLLS, NJ 07927CRD# 1189216Firm CRD# 128713

Profile Verification

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

Identity

Mechelina Margaret Pitch · CEDAR KNOLLS, NJ

Registration

CRD #1189216 · PITCH FINANCIAL SERVICES LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PITCH FINANCIAL SERVICES LLC

LPL FINANCIAL LLC

Jul 2022 – Mar 2023

CEDAR KNOLLS, NJ

CADARET GRANT & CO INC

Mar 2014 – Dec 2021

CEDAR KNOLLS, NJ

CADARET GRANT & CO INC

Jun 2007 – Dec 2012

CEDAR KNOLLS, NJ

PITCH FINANCIAL SERVICES LLC

Mar 2006 – Jan 2022

CEDAR KNOLLS, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · March 9, 2006

Years registered · 20

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PITCH FINANCIAL SERVICES LLC

CRD 128713 · SEC 801-67522

AUM

$31M

Regulatory assets under management

Employees

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

View all advisors at PITCH FINANCIAL SERVICES LLC →

Introduction

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Frequently Asked Questions

What services does Mechelina Margaret Pitch offer?

Mechelina Margaret Pitch specializes in Financial Planning, Investment Management.

What are Mechelina Margaret Pitch's credentials?

Mechelina Margaret Pitch holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Mechelina Margaret Pitch located?

Mechelina Margaret Pitch is based in CEDAR KNOLLS, New Jersey, last registered with PITCH FINANCIAL SERVICES LLC.

How does Mechelina Margaret Pitch charge for services?

Mechelina Margaret 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.

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