Richard Pigott
Advisor at The Money Guys
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The Money Guys
Location
New Port Richey,, FL
Credentials
Series 63, Series 65
Industry experience
7 years
About
Richard Pigott is the sole advisor at The Money Guys, LLC, an independent firm based in New Port Richey, Florida. He holds Series 63 and Series 65 registrations and has seven years of industry experience. Prior to his current role, he was self-employed for 13 years. The Money Guys, LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm combines fundamental and technical analysis to construct asset-allocation portfolios, offering both standalone written plans and ongoing comprehensive planning with regular reviews.
Fee options
Comprehensive Financial Planning fee ranges from $100 to $3,000 per quarter, paid quarterly in arrears, based on client assets and complexity
2% annually
Account minimum: $200,000
Location
New Port Richey,, FL
Most active in
Richard P has reported serving >5 clients in these states in the last 12 months.
Florida · Texas
Work history
The Money Guys, LLC
2021 - Present (5 years)
The Money Guys, LLC
2018 - 2021 (3 years)
Self-Employed
2005 - 2018 (13 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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