Gregory T. Pacitti

RANCH CAPITAL ADVISORS

Sarasota, FL 34240

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CRD#: 3258958

Professional summary

Gregory Thomas Pacitti, CFP® is a registered financial advisor currently at RANCH CAPITAL ADVISORS INC. located in Sarasota, Florida.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Gregory has worked at 7 firms and has passed the Series 63, SIE, Series 7, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.) NAME OF OBA: BIG CITY PODCAST; ADDRESS OF OBA: SARASOTA, FL 34240; NATURE: PODCAST; INVESTMENT RELATED: NO; TITLE WITH OBA: HOST; DUTIES: HOSTING A PODCAST, INTERVIEWING SMALL BUSINESS OWNERS; START DATE: 09/01/2025; APPROX. NUMBER OF HOURS/MONTH: 10; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 6; (2.) NAME OF OBA: RANCH CAP TAX SERVICES; ADDRESS OF OBA: SARASOTA, FL 34240; NATURE: PROVIDE TAX PREPARATION SERVICES FOR A VERY LIMITED NUMBER OF CLIENTS; INVESTMENT RELATED: NO; TITLE WITH OBA: TAX PREPARER; DUTIES: PROVIDE TAX PREPARATION SERVICES FOR A VERY LIMITED NUMBER OF CLIENTS; START DATE: 03/14/2022; APPROX. NUMBER OF HOURS/MONTH: 20 DURING TAX SEASON; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (3.) NAME OF OBA: RANCH CAP HOLDINGS, INC.; ADDRESS OF OBA: SARASOTA, FL 34240; NATURE: HOLDING COMPANY FOR RIA FEES AND COMMISSIONS PAID; INVESTMENT RELATED: NO; TITLE WITH OBA: PRESIDENT; DUTIES: MANAGE BOOKS, PAYROLL, EQUITY; START DATE: 10/02/2020; APPROX. NUMBER OF HOURS/MONTH: 10; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Thomas Pacitti'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®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

April 17, 2019 - Present

RANCH CAPITAL ADVISORS INC.

Office #1: 4910 Lakewood Ranch Blvd #130, Sarasota, FL 34240

RIA

CRD#: 300966

Sarasota, FL

Past

February 9, 2018 - February 5, 2019

TRUVESTMENTS CAPITAL LLC

RIA

CRD#: 291297

SARASOTA, FL

Past

May 13, 2011 - March 13, 2018

TRUVESTMENTS CAPITAL LLC

RIA

CRD#: 149094

BRADENTON, FL

Past

May 14, 2010 - March 25, 2025

APW CAPITAL, INC.

CRD#: 43814

Sarasota, FL

Past

January 2, 2009 - May 13, 2010

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

BRADENTON, FL

Past

August 9, 2001 - October 10, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

BRADENTON, FL

Past

August 9, 2001 - May 13, 2010

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

BRADENTON, FL

Past

August 12, 1999 - August 13, 2001

PRIME CAPITAL SERVICES, INC.

CRD#: 18334

POUGHKEEPSIE, 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".

RANCH CAPITAL ADVISORS INC.

PACITTI GROUP INC. | RANCH CAPITAL ADVISORS INC. | RANCH CAPITAL ADVISORS

CRD#: 300966 / SEC#: 801-114909

RIA

Registered Investment Advisory firm - (3/29/2019 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

Florida
(4/17/2019)

IAR

Texas
(7/6/2021)

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

Series 63

Date: 8/6/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/12/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 51

Date: 9/21/2009

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 4/26/2001

General Securities Principal Examination

Current Firm

RANCH CAPITAL ADVISORS INC.

PACITTI GROUP INC. | RANCH CAPITAL ADVISORS INC. | RANCH CAPITAL ADVISORS

CRD#: 300966 / SEC#: 801-114909

RIA

Registered Investment Advisory firm - (3/29/2019 Approved)

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Contact information

Main Address

4910 Lakewood Ranch Blvd #130, Sarasota, FL 34240

Mailing Address

Phone number

(941) 462-2666

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

03 14 2025 RCA FORM ADV PART 2A AND 2B FINAL (3/14/2025)

Regulatory assets under management

Total Number of Accounts	1,138
AUM (Assets Under Management)	$ 338,240,466

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

Gregory T. Pacitti

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Thomas Pacitti's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUVESTMENTS CAPITAL LLC

TRUVESTMENTS CAPITAL LLC

APW CAPITAL, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

PRIME CAPITAL SERVICES, INC.

Primary Firm SEC Registration

RANCH CAPITAL ADVISORS INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 8/6/2002

SIE

Date: 10/1/2018

Series 7

Date: 8/12/1999

Series 51

Date: 9/21/2009

Series 24

Date: 4/26/2001

Current Firm

RANCH CAPITAL ADVISORS INC.

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RANCH CAPITAL ADVISORS INC.

TRUST BUT VERIFY

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