PIVOTAL PLANNING GROUP, LLC

MELVILLE, New York·8 registered advisors·CRD# 126575
SEC# 801-713351516-333-6565
01

Firm Overview

AUM
$383M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
8
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

8 registered advisors
Frank W Sluter
MELVILLE, New York
James Patrick Diver
MELVILLE, New York
John Nmn Marchisotta
MELVILLE, New York
Larry Marchisotta
MELVILLE, New York
Michael Eligio Kelly
MELVILLE, New York
Michael John Desmond
MELVILLE, New York
Robert E. Bertucelli
MELVILLE, New York
Roger T Ciacco
MELVILLE, New York
05

Office Locations

MELVILLE, New York
8 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.