Matthew Pitti
Matthew Pitti is a registered investment advisor at The Pitti Group Wealth Management, LLC, based in Victor, NY, with 19 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 583 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Pitti Group charges an annual fee based on the value of your portfolio, ranging from 0.50% to 1.50%. The exact fee depends on the complexity of your situation, the amount you invest, and your overall relationship with The Pitti Group. Fees are paid quarterly, in advance. The more assets you have with The Pitti Group, the lower your fee may be. The Pitti Group includes normal securities transaction fees as part of its overall investment advisory fee through the Pitti Group Wrap Fee Program.
Location
590 Fishers Station Drive, Suite 110, Victor, NY, 14564
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew owns investment property and has a 25% ownership stake in The Pitti Group Wealth Management LLC and The Pitti Group RIA. He also serves as treasurer for St. Joseph School Foundation, dedicating about 10-20% of his time, and spends nearly full-time working for The Pitti Group RIA.
Employment History
Current Registrations
The Pitti Group Wealth Management, LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations1 state
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