Michael R. Pistilli

FORECAST CAPITAL MANAGEMENT

Silverthorne, CO

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CRD#: 6815997

Professional summary

Michael Robert Pistilli, CFP® is a registered financial advisor currently at FORECAST CAPITAL MANAGEMENT located in Silverthorne, Colorado.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Michael has worked at 3 firms and has passed the Series 66, Series 7TO and SIE 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Robert Pistilli's 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: 2021

Experience

Current

November 15, 2021 - Present

FORECAST CAPITAL MANAGEMENT

RIA

CRD#: 168833

Silverthorne, CO

Past

June 25, 2024 - January 3, 2025

GREAT POINT CAPITAL LLC

CRD#: 114203

CHICAGO, IL

Past

July 24, 2019 - December 8, 2021

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Frisco, CO

Past

July 24, 2019 - December 8, 2021

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Frisco, CO

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

Colorado
(11/15/2021)

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: 7/17/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/10/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 3/18/2019

Securities Industry Essentials Examination

Current Firm

FORECAST CAPITAL MANAGEMENT

FORECAST CAPITAL MANAGEMENT | FORECAST CAPITAL MANAGEMENT LLC

CRD#: 168833 / SEC#:

Colorado

Registered Investment Advisory firm - (2/2/2017 Approved)

Florida

Registered Investment Advisory firm - (3/5/2025 Approved)

Texas

Registered Investment Advisory firm - (3/25/2019 Conditional Restricted)

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Contact information

Main Address

Castle Rock, CO

Mailing Address

Phone number

(720) 432-1435

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	357
AUM (Assets Under Management)	$ 73,000,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael R. Pistilli

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Robert Pistilli's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORECAST CAPITAL MANAGEMENT

GREAT POINT CAPITAL LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/17/2019

Series 7TO

Date: 5/10/2019

SIE

Date: 3/18/2019

Current Firm

FORECAST CAPITAL MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FORECAST CAPITAL MANAGEMENT

TRUST BUT VERIFY

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