Matthew Pitti
Advisor at The Pitti Group Wealth Management, LLC
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.
Advisor at The Pitti Group Wealth Management, LLC
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 Pitti Group Wealth Management, LLC
Location
Victor, NY 14564
Credentials
Series 66
Industry experience
19 years
Fixed engagement fees for financial planning based on estimated hours at hourly rate.
$0+: 0.50% to 1.50% annually for Investment Management Services $0+: 0.25% to 1.00% annually for Retirement Plan Advisory Services
Certain Advisory Persons earn commissions from insurance products sold, which is separate from advisory fees.
Up to $250 per hour for financial planning services.
Account minimum: The Pitti Group generally does not impose a minimum relationship size. Fee-only: Investment advisory fees based on assets under management, financial planning fees charged hourly or fixed engagement fees.
The Pitti Group Wealth Management, LLC
2025 - Present (1 year)
The Pitti Group Wealth Management, LLC
2021 - 2025 (4 years)
Wells Fargo Advisors Financial Network, LLC
2016 - 2021 (5 years)
Morgan Stanley Private Bank, National Association
2015 - 2016 (1 year)
Morgan Stanley Smith Barney
2009 - 2016 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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