AP
AP

Anthony Pitti

4 Years of Experience
Victor, NY

Anthony Pitti is a registered investment advisor at The Pitti Group Wealth Management, LLC, based in Victor, NY, with 4 years of industry experience. Anthony 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
583 clients
Average Client Portfolio
$580K average
Assets Under Management
$337.9M

Fee Structure

Planning is included in investment management (also available separately)

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.

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Location

590 Fishers Station Drive, Suite 110, Victor, NY, 14564

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
The Pitti Group Wealth Management, LLC
October 2021 - Present · 4 yrs 6 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
September 2021 - October 2021 · 1 mo
State Registrations1 state
NY
Advisor

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.

Exams
No exam information available for this advisor.
Anthony Pitti - Financial Advisor | TrueAdvisor