Robert Pitt
Robert Pitt is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Shelby, NC, with 42 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
310-2 East Graham Street, Shelby, NC, 28150
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is the owner of Mauney Pitt Financial Management, dedicating minimal time to marketing. He is also an insurance agent and trustee of his parents' trust, spending a few hours per week on each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Painewebber IncorporatedBroker
Edward D. Jones & CO., L.P.Broker
State Registrations21 states
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