Robert G. Pitt
Professional summary
Robert Graham Pitt JR, CFP®, who also goes by Graham Pitt Jr, Robert Graham Pitt, is a registered financial advisor currently at MAUNEY-PITT FINANCIAL MANAGEMENT, INC. located in Cornelius, North Carolina.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Robert has worked at 5 firms and has passed the Series 63, SIE, Series 31, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Graham Pitt JR's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1992
Experience
March 31, 2026 - Present
MAUNEY-PITT FINANCIAL MANAGEMENT, INC.
January 2, 2009 - April 2, 2026
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
December 31, 2001 - January 2, 2009
RAYMOND JAMES FINANCIAL SERVICES, INC.
November 29, 1990 - April 2, 2026
RAYMOND JAMES FINANCIAL SERVICES, INC.
January 9, 1989 - December 5, 1990
UBS FINANCIAL SERVICES INC.
July 21, 1983 - September 6, 1988
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/31/2026)
Exams
Current Firm
MAUNEY-PITT FINANCIAL MANAGEMENT, INC.
CRD#: 337870 / SEC#: 801-134536
Contact information
SEC notice filing (1 States and Territories)
Red Flags
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