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Sheila Ellen Pitz

GRIMALDI PORTFOLIO SOLUTIONS, INC·WAPPINGERS FALLS, New York
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1207 ROUTE 9, SUITE 10, WAPPINGERS FALLS, NY 12590CRD# 5196267Firm CRD# 106199
01

About

Sheila Ellen Pitz is a registered financial advisor based in WAPPINGERS FALLS, New York, affiliated with GRIMALDI PORTFOLIO SOLUTIONS, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
GRIMALDI PORTFOLIO SOLUTIONS, INC
GRIMALDI PORTFOLIO SOLUTIONS, INC
AUM
$107M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at GRIMALDI PORTFOLIO SOLUTIONS, INC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5196267
Firm CRD# 106199
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sheila Ellen Pitz offer?
Sheila Ellen Pitz specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WAPPINGERS FALLS, New York for a consultation.
What are Sheila Ellen Pitz's credentials?
Sheila Ellen Pitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sheila Ellen Pitz located?
Sheila Ellen Pitz is based in WAPPINGERS FALLS, New York, working with GRIMALDI PORTFOLIO SOLUTIONS, INC. Their office serves clients in the WAPPINGERS FALLS metropolitan area and surrounding communities.
How does Sheila Ellen Pitz charge for services?
Sheila Ellen Pitz's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GRIMALDI PORTFOLIO SOLUTIONS, INC?
GRIMALDI PORTFOLIO SOLUTIONS, INC has approximately 4 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WAPPINGERS FALLS
Mark Anthony Grimaldi — GRIMALDI PORTFOLIO SOLUTIONS, INCJoseph Vincent Visconti — GRIMALDI PORTFOLIO SOLUTIONS, INCCraig Kenneth Railo — GRIMALDI PORTFOLIO SOLUTIONS, INCJr. Edward Hogan — FSC WEALTH ADVISORS, LLCJerry James Schuder — SAGE INVESTMENT ADVISERS LLC
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
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Research
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