Salvatore J. Pitti

THE PITTI GROUP WEALTH MANAGEMENT

Victor, NY 14564

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CRD#: 2541280

Professional summary

Salvatore Joseph Pitti, AIF®, CFP®, who also goes by Salvatore J Pitti, is a registered financial advisor currently at THE PITTI GROUP WEALTH MANAGEMENT, LLC located in Victor, New York.

Salvatore is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Salvatore has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 31, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Salvatore J Pitti

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.

THE PITTI GROUP WEALTH MANAGEMENT LLC; INV. RELATED; VICTOR, NY; 75% OWNERSHIP; FINET PRACTICE; START 1/2017; LESS THAN 1 HR PER MONTH; LESS THAN 1 HR DURING TRADING. TRUSTEE FOR FINET PRACTICE 401K; INV. RELATED; VICTOR, NY; START 1/2017; LESS THAN 1 HR PER MONTH; LESS THAN 1 HR DURING TRADING. LOAN, INV RELATED, CANANDAIGUA, NY, 4.5% OWNERSHIP, START 2/8/2018, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, PROMISSORY NOTE TO SON. THE PITTI GROUP RIA, INV RELATED, VICTOR, NY, 75% OWNERSHIP, START 12/1/2020, 160 HOURS PER MONTH, 160 HOURS DURING TRADING, RIA.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Salvatore Joseph Pitti'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2005

Experience

Current

August 18, 2021 - Present

THE PITTI GROUP WEALTH MANAGEMENT, LLC

Office #1: 590 Fishers Station Drive Suite 110, Victor, NY 14564

RIA

CRD#: 314685

Victor, NY

Past

May 4, 2016 - October 4, 2021

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

VICTOR, NY

Past

May 4, 2016 - October 4, 2021

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

VICTOR, NY

Past

June 1, 2009 - May 31, 2016

MORGAN STANLEY

RIA

CRD#: 149777

CANANDAIGUA, NY

Past

June 1, 2009 - May 31, 2016

MORGAN STANLEY

CRD#: 149777

CANANDAIGUA, NY

Past

April 14, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

CANANDAIGUA, NY

Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

CANANDAIGUA, NY

Past

October 20, 1994 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

ROCHESTER, NY

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".

THE PITTI GROUP WEALTH MANAGEMENT, LLC

THE PITTI GROUP | THE PITTI GROUP WEALTH MANAGEMENT, LLC

CRD#: 314685 / SEC#: 801-121652

RIA

Registered Investment Advisory firm - (7/1/2021 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

New York
(8/18/2021)

IAR

Texas
(11/24/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/28/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/26/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 10/6/2010

National Commodity Futures Examination

General Industry/Product Exam

Series 31

Date: 11/15/1994

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 10/19/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 5/5/2007

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 1/22/2007

General Securities Sales Supervisor - Options Module Examination

Current Firm

THE PITTI GROUP WEALTH MANAGEMENT, LLC

THE PITTI GROUP | THE PITTI GROUP WEALTH MANAGEMENT, LLC

CRD#: 314685 / SEC#: 801-121652

RIA

Registered Investment Advisory firm - (7/1/2021 Approved)

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Contact information

Main Address

590 Fishers Station Drive Suite 110, Victor, NY 14564

Mailing Address

Phone number

(585) 337-4000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PITTI GROUP DISCLOSURE BROCHURE, WRAP FEE PROGRAM AND BROCHURE SUPPLEMENTS (5/21/2025)

Regulatory assets under management

Total Number of Accounts	1,298
AUM (Assets Under Management)	$ 337,907,687

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.

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Advisor Monitoring

Firm Stability Insights

Salvatore J. Pitti

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Salvatore Joseph Pitti's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

THE PITTI GROUP WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/28/1997

Series 63

Date: 10/26/1994

SIE

Date: 10/1/2018

Series 3

Date: 10/6/2010

Series 31

Date: 11/15/1994

Series 7

Date: 10/19/1994

Series 10

Date: 5/5/2007

Series 9

Date: 1/22/2007

Current Firm

THE PITTI GROUP WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE PITTI GROUP WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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