Matthew S. Pitti

THE PITTI GROUP WEALTH MANAGEMENT

Victor, NY 14564

Some features on this profile are disabled

CRD#: 5189670

Professional summary

Matthew Salvatore Pitti, who also goes by Matthew S. Pitti, is a registered financial advisor currently at THE PITTI GROUP WEALTH MANAGEMENT, LLC located in Victor, New York.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Matthew has worked at 5 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew S. 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.

KENGRAY PROPERTIES; INV RELATED; ROCHESTER, NY; INVESTMENT PROPERTY; 100% OWNERSHIP WITH SPOUSE; START 10/1/2015; 5 HOURS PER MONTH, 0 DURING TRADING; MAINTAIN PROPERTY. ST JOSEPH SCHOOL FOUNDATION, NOT INV RELATED, PENFIELD, NY, TREASURER, START 7/2014, 20 HOURS PER MONTH/0 DURING TRADING, DUTIES: BALANCE BUDGET. THE PITTI GROUP WEALTH MANAGEMENT LLC; INV. RELATED; VICTOR, NY; 25% OWNERSHIP; FINET PRACTICE; START 1/2017; LESS THAN 1 HR PER MONTH; LESS THAN 1 HR DURING TRADING. THE PITTI GROUP RIA, INV RELATED, VICTOR, NY, 25% OWNERSHIP, START 12/11/2020, 160 HOURS PER MONTH, 160 HOURS DURING TRADING, RIA.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Salvatore 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®

None

Experience

Current

August 24, 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

ROCHESTER, NY

Past

June 1, 2009 - May 31, 2016

MORGAN STANLEY

CRD#: 149777

ROCHESTER, NY

Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

ROCHESTER, NY

Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

ROCHESTER, NY

Past

January 16, 2007 - April 2, 2007

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

ROCHESTER, NY

Past

September 25, 2006 - 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
(8/24/2021)

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 66

Date: 12/8/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 12/21/2006

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 9/22/2006

General Securities Representative 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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Mark Downey

RAYMOND JAMES & ASSOCIATES, INC.

IAR

Rochester, NY

Donald Devitto

RBC CAPITAL MARKETS, LLC

IAR

Rochester, NY

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Matthew S. Pitti

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Salvatore 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.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

THE PITTI GROUP WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/8/2006

SIE

Date: 10/1/2018

Series 31

Date: 12/21/2006

Series 7

Date: 9/22/2006

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

Similar Advisors