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AP

Anthony S. Pitti

THE PITTI GROUP WEALTH MANAGEMENT
Victor, NY 14564
Some features on this profile are disabled
CRD#: 6937470
AP

Professional summary

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

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Anthony has worked at 2 firms and has passed the Series 65 and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Anthony 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony 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

October 10, 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

September 13, 2021 - October 4, 2021

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
VICTOR, 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".
TP
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
(10/10/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/8/2021
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/12/2020
Securities Industry Essentials Examination

Current Firm

TP
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)
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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
5

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts1,298
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.

Company Information

THE PITTI GROUP WEALTH MANAGEMENT, LLC

CRD#: 314685Victor, NY 14564

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