Unclaimed Profile

Sheila Ellen Pitz

GRIMALDI PORTFOLIO SOLUTIONS, INC·WAPPINGERS FALLS, New York

Clean recordGRIMALDI PORTFOLIO SOLUTIONS, INC

1207 ROUTE 9, SUITE 10, WAPPINGERS FALLS, NY 12590CRD# 5196267Firm CRD# 106199

Profile Verification

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

Identity

Sheila Ellen Pitz · WAPPINGERS FALLS, NY

Registration

CRD #5196267 · GRIMALDI PORTFOLIO SOLUTIONS, INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Institutional Investors

Introduction

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Firm Overview

Firm

GRIMALDI PORTFOLIO SOLUTIONS, INC

AUM

$107M

Regulatory assets under management

Employees

Total firm employees

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Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5196267

Firm CRD# 106199

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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