Matthew Pitti (CRD# 5189670) is an Investment Advisor Representative working at The Pitti Group Wealth Management, LLC in Victor, NY and has over 17 years of experience in the finance industry.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Pitti Group Wealth Management, LLC | Victor, NY | Aug 2021 - Current | 2 |
| Wells Fargo Advisors Financial Network, LLC | Victor, NY | May 2016 - Current | 8 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - May 2016 | 1 |
| Morgan Stanley Smith Barney | Rochester, NY | Jun 2009 - May 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2006 |
- NY
-
Total Assets Under Management289MILLIONS
-
Total Number of Accounts1,206ACCOUNTS
-
Average Account Value$239,471
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, MA, NC, NJ, NY, PA, TX
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