Salvatore Pitti
Salvatore Pitti is a CFP-designated registered investment advisor at The Pitti Group Wealth Management, LLC, based in Victor, NY, with 31 years of industry experience. Salvatore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 583 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Pitti Group charges an annual fee based on the value of your portfolio, ranging from 0.50% to 1.50%. The exact fee depends on the complexity of your situation, the amount you invest, and your overall relationship with The Pitti Group. Fees are paid quarterly, in advance. The more assets you have with The Pitti Group, the lower your fee may be. The Pitti Group includes normal securities transaction fees as part of its overall investment advisory fee through the Pitti Group Wrap Fee Program.
Location
590 Fishers Station Drive, Suite 110, Victor, NY, 14564
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2000Other Business Activities
Salvatore has 75% ownership in The Pitti Group Wealth Management LLC and The Pitti Group RIA, dedicating minimal time to the former and full-time hours to the latter. He also serves as trustee for the Finet Practice 401k and has a small ownership stake in a loan to his son.
Employment History
Current Registrations
The Pitti Group Wealth Management, LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.