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Robert Michael Pulit

VALLEY BROOK CAPITAL GROUP, INC.·VENETIA, Pennsylvania
Clean recordVALLEY BROOK CAPITAL GROUP, INC.
538 VALLEY BROOK ROAD, VENETIA, PA 15367CRD# 1779439Firm CRD# 122460

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Michael Pulit · VENETIA, PA
Registration
CRD #1779439 · VALLEY BROOK CAPITAL GROUP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Michael Pulit is a registered financial advisor based in VENETIA, Pennsylvania, affiliated with VALLEY BROOK CAPITAL GROUP, INC.. 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
Introduction

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03

Firm Overview

Firm
VALLEY BROOK CAPITAL GROUP, INC.
VALLEY BROOK CAPITAL GROUP
AUM
$169M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at VALLEY BROOK CAPITAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1779439
Firm CRD# 122460
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Michael Pulit offer?
Robert Michael Pulit specializes in Financial Planning, Investment Management. Contact their office in VENETIA, Pennsylvania for a consultation.
What are Robert Michael Pulit's credentials?
Robert Michael Pulit is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Michael Pulit located?
Robert Michael Pulit is based in VENETIA, Pennsylvania, working with VALLEY BROOK CAPITAL GROUP, INC.. Their office serves clients in the VENETIA metropolitan area and surrounding communities.
How does Robert Michael Pulit charge for services?
Robert Michael Pulit's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VALLEY BROOK CAPITAL GROUP, INC.?
VALLEY BROOK CAPITAL GROUP, INC. has approximately 7 employees and manages $169M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VALLEY BROOK CAPITAL GROUP, INC.

Gregory Jon Martik
VENETIA, PA
Albert Francis Calfo
VENETIA, PA
Benjamin Louis Martik
VENETIA, PA
Jayme Alan Russo
VENETIA, PA

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Research
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