Unclaimed Profile

Matthew Salvatore Pitti

THE PITTI GROUP WEALTH MANAGEMENT, LLC·VICTOR, New York

SIE, Series 7, Series 31, Series 66Clean record19 years registeredTHE PITTI GROUP WEALTH MANAGEMENT, LLC

590 FISHERS STATION DRIVE, VICTOR, NY 14564CRD# 5189670Firm CRD# 314685

Profile Verification

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

Identity

Matthew Salvatore Pitti · VICTOR, NY

Registration

CRD #5189670 · THE PITTI GROUP WEALTH MANAGEMENT, LLC · 19 years registered

Brand Profile

Not yet started

Career History

THE PITTI GROUP WEALTH MANAGEMENT, LLC

Aug 2021 – present

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

May 2016 – Oct 2021

VICTOR, NY

MORGAN STANLEY

Jun 2009 – May 2016

ROCHESTER, NY

MORGAN STANLEY & CO. INCORPORATED

Apr 2007 – Jun 2009

ROCHESTER, NY

MORGAN STANLEY

Jan 2007 – Apr 2007

ROCHESTER, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 66

Registration record

First registered · January 16, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE PITTI GROUP WEALTH MANAGEMENT, LLC

CRD 314685 · SEC 801-121652

AUM

$289M

Regulatory assets under management

Employees

1,206 client accounts

Services offered by THE PITTI GROUP WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE PITTI GROUP WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Salvatore Pitti offer?

Matthew Salvatore Pitti specializes in Financial Planning, Investment Management. Contact their office in VICTOR, New York for a consultation.

What are Matthew Salvatore Pitti's credentials?

Matthew Salvatore Pitti is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Salvatore Pitti located?

Matthew Salvatore Pitti is based in VICTOR, New York, working with THE PITTI GROUP WEALTH MANAGEMENT, LLC. Their office serves clients in the VICTOR metropolitan area and surrounding communities.

How does Matthew Salvatore Pitti charge for services?

Matthew Salvatore Pitti'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 THE PITTI GROUP WEALTH MANAGEMENT, LLC?

THE PITTI GROUP WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $289M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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