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Christian M. Pitt

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CRD#: 4234977
CP

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Christian Michael Pitt, who also goes by Chris Pitt, was a registered financial professional .

Christian is a previously registered financial professional and started their career in finance in 2001. Christian had worked at 6 firms and has passed the Series 66, Series 63, Series 86, Series 87 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Chris Pitt

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 advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

February 27, 2012 - December 12, 2024

DOLPHIN POINT CAPITAL

RIA
CRD#: 160371
DOWNERS GROVE, IL
Past

January 12, 2011 - November 14, 2011

GENEVA ADVISORS, LLC

RIA
CRD#: 121629
CHICAGO, IL
Past

December 22, 2010 - November 14, 2011

GNV ADVISORS, LLC

BD
CRD#: 147286
CHICAGO, IL
Past

March 20, 2008 - December 31, 2008

UHLMANN PRICE SECURITIES, LLC

BD
CRD#: 42854
SKOKIE, IL
Past

January 17, 2003 - April 12, 2006

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

January 8, 2001 - January 17, 2003

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/11/2011
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


DP
DOLPHIN POINT CAPITAL
DOLPHIN POINT CAPITAL | MP CAPITAL PARTNERS | DOLPHIN POINT CAPITAL, LLC

CRD#: 160371 / SEC#:

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Contact information


Main Address
4337 Fairview Ave, Downers Grove, IL 60515
Mailing Address
Phone number
(312) 286-7956
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts13
AUM (Assets Under Management)$ 4,492,859

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


DOLPHIN POINT CAPITAL

CRD#: 160371

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