Gregory
Pacitti
Ranch Capital Advisors Inc
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About this Advisor
Gregory Pacitti is a certified financial planner operating out of Sarasota, Florida with 4 years of industry experience. Pacitti is on the advisory team at Ranch Capital Advisors Inc. Their career trajectory has included roles at Apw Capital, Inc, Skybox Financial Group, Inc, Truvestments Capital LLC, Pacitti Group Inc, Ranch Capital Advisors D/B/A Pacitti Group and Ranch Capital Advisors Inc (F.K.A. Pacitti Group Inc). Pacitti has a Series 63 license, qualifying them as a securities agent, and is able to work in Florida and Texas. Ranch Capital Advisors Inc is an advisory firm operating out of Sarasota, FL. The company has a total of six employees. It has $227 million in total assets across its 969 customer accounts, placing it among the mid-sized firms in the country by assets under management. Of its 969 client accounts, 31% are associated with high-net-worth clients who have more than $1 million in investable assets. Ranch Capital Advisors Inc performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and other services. A financial advisor's fee schedules are based on which service is provided. However, fee types billed by Ranch Capital Advisors Inc most likely consist of some blend of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ranch Capital Advisors Inc Brokerage Details
$226,803,364
6
969
$234,059
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Gregory Pacitti Work History
Gregory has been registered as a financial advisor for 4 years.*
Ranch Capital Advisors Inc (F.K.A. Pacitti Group Inc)
Apw Capital, Inc
Pacitti Group Inc
Ranch Capital Advisors Inc (F.K.A. Pacitti Group Inc)
Ranch Capital Advisors D/B/A Pacitti Group
Truvestments Capital LLC
Skybox Financial Group, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gregory Pacitti to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ranch Capital Advisors Inc
Sarasota, FL
Sarasota, FL
Sarasota, FL
Sarasota, FL
Sarasota, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
