Kyle J. Pitts

MOMENTUM ADVISORS

New York, NY 10036

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CRD#: 5191621

Professional summary

Kyle James Pitts, who also goes by Kyle J Pitts, is a registered financial advisor currently at MOMENTUM ADVISORS located in New York, New York.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Kyle has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kyle J Pitts

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.

CORPORATION ME! FINANCIAL EDUCATION - DIRECTOR - NON-PROFIT ORGANIZATION THAT TEACHES THE BASICS OF PERSONAL FINANCES TO TEENAGERS & YOUNG ADULTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle James Pitts'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

January 6, 2022 - Present

MOMENTUM ADVISORS

Office #1: 1120 Avenue Of The Americas 4th Floor, New York, NY 10036

RIA

CRD#: 159574

New York, NY

Past

January 7, 2020 - December 31, 2021

MOMENTUM ADVISORS

RIA

CRD#: 159574

New York, NY

Past

February 4, 2019 - December 31, 2019

MOMENTUM ADVISORS

RIA

CRD#: 159574

NEW YORK, NY

Past

January 23, 2017 - December 31, 2018

MOMENTUM ADVISORS

RIA

CRD#: 159574

New York, NY

Past

February 16, 2016 - December 31, 2016

MOMENTUM ADVISORS

RIA

CRD#: 159574

New York, NY

Past

September 24, 2013 - March 17, 2014

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

MILLBURN, NJ

Past

May 22, 2013 - March 17, 2014

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

MILLBURN, NJ

Past

July 17, 2012 - December 20, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

EAST BRUNSWICK, NJ

Past

November 20, 2008 - May 13, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

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".

MOMENTUM ADVISORS

MOMENTUM ADVISORS | PISCES VENTURES, LLC | MOMENTUM ADVISORS, LLC

CRD#: 159574 / SEC#: 801-73092

RIA

Registered Investment Advisory firm - (2/7/2012 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

California
(1/6/2022)

IAR

Connecticut
(4/6/2022)

IAR

Massachusetts
(4/11/2023)

IAR

New Jersey
(1/14/2022)

IAR

New York
(2/25/2022)

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: 9/20/2013

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/16/2012

General Securities Representative Examination

Current Firm

MOMENTUM ADVISORS

MOMENTUM ADVISORS | PISCES VENTURES, LLC | MOMENTUM ADVISORS, LLC

CRD#: 159574 / SEC#: 801-73092

RIA

Registered Investment Advisory firm - (2/7/2012 Approved)

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Contact information

Main Address

1120 Avenue Of The Americas 4th Floor, New York, NY 10036

Mailing Address

1120 Avenue Of The Americas 4th Floor, New York, NY 10036

Phone number

(917) 997-4297

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (31 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2B: MR. MAHABIRSINGH (3/31/2025)

ADV PART 2B: MR. PLATT (3/31/2025)

MOMENTUM ADVISORS FORM ADV PART 2A (3/31/2025)

MOMENTUM ADVISORS FORM ADV 2A (3/31/2025)

FORM ADV PART 2B: MR. PITTS (3/31/2025)

FORM ADV PART 2B: MRS. GRAY (3/31/2025)

BROCHURE SUPPLEMENT FORM ADV PART 2B BOOMER (3/31/2025)

FORM ADV PART 2B BOOMER (3/31/2025)

Regulatory assets under management

Total Number of Accounts	329
AUM (Assets Under Management)	$ 400,137,550

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/28/2025	Cover Page	Report
11/04/2024	Cover Page	Report
11/04/2024	Cover Page	Report
11/04/2024	Cover Page	Report
11/04/2024	Cover Page	Report
11/04/2024	Cover Page	Report
01/10/2024	Cover Page	Report

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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Kyle J. Pitts

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle James Pitts's CRS (Customer Relationship Summary).

Certified licenses

Experience

MOMENTUM ADVISORS

MOMENTUM ADVISORS

MOMENTUM ADVISORS

MOMENTUM ADVISORS

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

MOMENTUM ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 9/20/2013

Series 7

Date: 7/16/2012

Current Firm

MOMENTUM ADVISORS

Contact information

SEC notice filing (31 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MOMENTUM ADVISORS

TRUST BUT VERIFY

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