Anthony
Pitti

The Pitti Group Wealth Management, LLC

CRD#6937470
Investment Advisor
in Victor, NY

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About this Advisor

Anthony Pitti is a financial advisor working out of Victor, New York with 2 years of industry experience. Pitti currently works for The Pitti Group Wealth Management, LLC. Pitti has gained experience at Wells Fargo Advisors Financial Network, LLC, Teksystems, Ap Marketing and The Pitti Group Wealth Management, LLC. Pitti holds a Series 65 license, which qualifies them as an investment advisor representative, and can serve investors in New York. The Pitti Group Wealth Management, LLC is a registered investment business based in Victor, NY. It has a total of six financial advisors. It handles $260 million in total assets between its 1,165 customer accounts, placing it among the mid-sized firms in the country by assets under management. Of its 1,165 customer accounts, just 5% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The Pitti Group Wealth Management, LLC performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advisory services usually depend on which service is offered. Fee types billed by The Pitti Group Wealth Management, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

590 Fishers Station Drive Suite 110
Victor, NY 14564

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The Pitti Group Wealth Management, LLC Brokerage Details

Total Assets Under Management

$260,000,000

NY Average: $7,464,549,021
Total Number of Employees

6

NY Average: 88
Total Number of Accounts

1,165

NY Average: 3,892
Average Account Size

$223,176

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Anthony Pitti Work History

Anthony has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

The Pitti Group Wealth Management, LLC

2018 - 2021 (3 years)

Wells Fargo Advisors Financial Network, LLC

2016 - 2018 (2 years)

Teksystems

2012 - 2016 (4 years)

Ap Marketing

*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 Anthony Pitti 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 The Pitti Group Wealth Management, LLC

Angelo Costanza
Victor, NY
Anthony Pitti
Victor, NY
Salvatore Pitti
Victor, NY
Matthew Pitti
Victor, NY

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.

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