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Robert C. Piton

TOTAL CLARITY WEALTH MANAGEMENT,
Hollis, NH
Some features on this profile are disabled
CRD#: 2434602
RP

Professional summary

Robert C Piton, who also goes by Bob Piton, Rob Piton, Robert Christopher Piton, is a registered financial advisor currently at TOTAL CLARITY WEALTH MANAGEMENT, INC located in Hollis, New Hampshire.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Robert has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 24, Series 4 and Series 53 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bob Piton | Rob Piton | Robert Christopher Piton

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Land Trust No. [REDACTED]; investment-related; 2147 Fargo Blvd, Geneva, IL 60147; Trustee for rental property beginning July 2011; less than 1 hour/month; Collect rent check, interact with accountant and lawyer if needed. 2) Preactive Investments DBA; same address as Total Clarity Wealth Management; Investment Advisory business; Subcontractor; May 2019; 50+ hours a week; Manage assets on behalf of investment clients that I source. 3) Resonance Pi, LLC; non-investment related; 2147 Fargo Blvd, Geneva, IL 60147, Managing Member, 0 time spent thusfar. Software Design and Development - taking online classes at night to develop skill set.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert C Piton's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 29, 2019 - Present

TOTAL CLARITY WEALTH MANAGEMENT, INC

RIA
CRD#: 142728
Hollis, NH
Past

January 28, 2014 - January 8, 2018

ROTHSCHILD INVESTMENT LLC

BD
CRD#: 728
CHICAGO, IL
Past

February 4, 2013 - December 26, 2013

TJM INVESTMENTS, LLC

BD
CRD#: 46300
CHICAGO, IL
Past

May 28, 2004 - April 6, 2005

KOVITZ SECURITIES, LLC

BD
CRD#: 129878
CHICAGO, IL
Past

September 17, 2003 - December 31, 2005

KOVITZ INVESTMENT GROUP, LLC

RIA
CRD#: 127880
CHICAGO, IL
Past

August 29, 2001 - January 2, 2004

ROTHSCHILD INVESTMENT LLC

RIA
CRD#: 728
CHICAGO, IL
Past

May 9, 1995 - October 1, 2004

ROTHSCHILD INVESTMENT LLC

BD
CRD#: 728
CHICAGO, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TC
TOTAL CLARITY WEALTH MANAGEMENT, INC
AMERICAN CAPITAL MANAGEMENT | TOTAL CLARITY WEALTH MANAGEMENT, INC | PREACTIVE INVESTMENTS | PLANNED FINANCIAL INDEPENDENCE | EXEMPLAR FINANCIAL NETWORK | CRITERION WEALTH ADVISORS, LLC | BEYOND WEALTH MANAGEMENT, INC. | AMERICAN CAPITAL MANAGEMENT, INC

CRD#: 142728 / SEC#: 801-67755

RIA
Registered Investment Advisory firm - (4/11/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Illinois
(5/29/2019)
IAR
New Hampshire
(9/16/2025)
IAR
Texas
(5/5/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 2/28/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/8/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/1/2013
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/11/2004
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 4
Date: 9/24/2001
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 53
Date: 4/20/2000
Municipal Securities Principal Examination

Current Firm

TC
TOTAL CLARITY WEALTH MANAGEMENT, INC
AMERICAN CAPITAL MANAGEMENT | TOTAL CLARITY WEALTH MANAGEMENT, INC | PREACTIVE INVESTMENTS | PLANNED FINANCIAL INDEPENDENCE | EXEMPLAR FINANCIAL NETWORK | CRITERION WEALTH ADVISORS, LLC | BEYOND WEALTH MANAGEMENT, INC. | AMERICAN CAPITAL MANAGEMENT, INC

CRD#: 142728 / SEC#: 801-67755

RIA
Registered Investment Advisory firm - (4/11/2007 Approved)
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Contact information

Main Address
525 Tyler Rd Suite T, St. Charles, IL 60174
Mailing Address
Phone number
(630) 762-9352
Established
Firm type
Fiscal year end
# of Employees
20

SEC notice filing (23 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TOTAL CLARITY VISION ACCOUNT WRAP FEE BROCHURE (3/24/2025)
TOTAL CLARITY PART 2A (3/24/2025)

Regulatory assets under management

Total Number of Accounts2,412
AUM (Assets Under Management)$ 607,883,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TOTAL CLARITY WEALTH MANAGEMENT, INC

CRD#: 142728Hollis, NH

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