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Larry Marchisotta

PIVOTAL PLANNING GROUP, LLC·MELVILLE, New York
Unclaimed Profile
534 BROADHOLLOW ROAD, MELVILLE, NY 11747CRD# 5120199Firm CRD# 126575
01

About

Larry Marchisotta is a registered financial advisor based in MELVILLE, New York, affiliated with PIVOTAL PLANNING GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PIVOTAL PLANNING GROUP, LLC
PIVOTAL PLANNING GROUP, LLC
AUM
$383M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at PIVOTAL PLANNING GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: RETIREMENT PLAN SERVICES -PERCENTAGE OF PLAN ASSETS
Regulatory
SEC/IARD CRD# 5120199
Firm CRD# 126575
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Larry Marchisotta offer?
Larry Marchisotta specializes in Financial Planning, Investment Management. Contact their office in MELVILLE, New York for a consultation.
What are Larry Marchisotta's credentials?
Larry Marchisotta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Larry Marchisotta located?
Larry Marchisotta is based in MELVILLE, New York, working with PIVOTAL PLANNING GROUP, LLC. Their office serves clients in the MELVILLE metropolitan area and surrounding communities.
How does Larry Marchisotta charge for services?
Larry Marchisotta's firm is compensated through percentage of aum, hourly charges, subscription fees, other: retirement plan services -percentage of plan assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PIVOTAL PLANNING GROUP, LLC?
PIVOTAL PLANNING GROUP, LLC has approximately 7 employees and manages $383M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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