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KP

Kyle J. Pitts

Some features on this profile are disabled
CRD#: 5191621
KP

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.

Kyle James Pitts, who also goes by Kyle J Pitts, was a registered financial professional .

Kyle is a previously registered financial professional and started their career in finance in 2008. Kyle had worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

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.
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

January 6, 2022 - December 31, 2025

MOMENTUM ADVISORS

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

BD
CRD#: 129052
MILLBURN, NJ
Past

July 17, 2012 - December 20, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
EAST BRUNSWICK, NJ
Past

November 20, 2008 - May 13, 2009

UBS FINANCIAL SERVICES INC.

BD
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".
MA
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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/20/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 7/16/2012
General Securities Representative Examination

Current Firm

MA
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
9

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 Accounts329
AUM (Assets Under Management)$ 400,137,550

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

MOMENTUM ADVISORS

CRD#: 159574

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