PIVOTAL PLANNING GROUP, LLC

MELVILLE, New York·5 registered advisors·CRD# 126575
SEC# 801-713351516-333-6565
01

Firm Overview

AUM
$383M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: RETIREMENT PLAN SERVICES -PERCENTAGE OF PLAN ASSETS
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PIVOTAL PLANNING GROUP, LLC

5 registered advisors
James Patrick Diver
MELVILLE, New York
John Nmn Marchisotta
MELVILLE, New York
Michael Eligio Kelly
MELVILLE, New York
Michael John Desmond
MELVILLE, New York
Roger T Ciacco
MELVILLE, New York
05

Office Locations

MELVILLE, New York
5 advisors

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Data sourced from SEC Form ADV filings. PIVOTAL PLANNING GROUP, LLC (CRD# 126575) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.