Salvatore Joseph Pitti

Employer firm

The Pitti Group Wealth Management, LLC CRD 314685

$374M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 07/2021
  Wells Fargo Advisors Financial Network, Llc
  Victor, NY
• 07/2021 → Present
  The Pitti Group Wealth Management, Llc
  Victor, NY

Previous Registrations

• 2016-05-04 → 2021-10-04
  Wells Fargo Advisors Financial Network, Llc
  Victor, NY
• 2009-06-01 → 2016-05-31
  Morgan Stanley
  Canandaigua, NY
• 2008-04-14 → 2009-06-01
  Morgan Stanley & Co. Llc
  Canandaigua, NY
  Rochester, NY

Other Businesses

THE PITTI GROUP WEALTH MANAGEMENT LLC; INV. RELATED; VICTOR, NY; 75% OWNERSHIP; FINET PRACTICE; START 1/2017; LESS THAN 1 HR PER MONTH; LESS THAN 1 HR DURING TRADING. TRUSTEE FOR FINET PRACTICE 401K; INV. RELATED; VICTOR, NY; START 1/2017; LESS THAN 1 HR PER MONTH; LESS THAN 1 HR DURING TRADING. THE PITTI GROUP RIA, INV RELATED, VICTOR, NY, 75% OWNERSHIP, START 12/1/2020, 160 HOURS PER MONTH, 160 HOURS DURING TRADING, RIA. INSURANCE SALES, NOT INVESTMENT RELATED, VICTOR, NY, 4 HOURS PER MONTH, AGENT.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-04-28
• S63 Uniform Securities Agent State Law Examination
  1994-10-26

Designations

• Certified Financial Planner

Other Names

• Salvatore J Pitti