Inactive

Kevin Pitts

Ep Wealth Advisors

CRD 8074162

Claim This Profile

Employer firm

Ep Wealth Advisors CRD 111147

$45.1B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers
Educational seminars
RETIREMENT PLAN ADVISORY SERVICES & TAX PREPARATION SERVICES

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

Current Employers

Ep Wealth Advisors

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2026-08-25

MA RA
APPROVED

Since 2026-08-25

Branch Locations

720 University Ave Suite 130, Norwood, MA 02062 • United States

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Norton Public Schools	Norton	MA	09/2015	06/2022
Khol's	Mansfield	MA	05/2022	08/2022
Stonehill College	Easton	MA	08/2022	05/2026
Norton Public Schools	Norton	MA	08/2023	05/2025
Ep Wealth Advisors, Llc	Norwood	MA	05/2025	05/2026
Ep Wealth Advisors, Llc	Norwood	MA	05/2026	Present

09/2015 → 06/2022

Norton Public Schools

Norton, MA
05/2022 → 08/2022

Khol's

Mansfield, MA
08/2022 → 05/2026

Stonehill College

Easton, MA
08/2023 → 05/2025

Norton Public Schools

Norton, MA
05/2025 → 05/2026

Ep Wealth Advisors, Llc

Norwood, MA
05/2026 → Present

Ep Wealth Advisors, Llc

Norwood, MA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-08-24

S65 Uniform Investment Adviser Law Examination

2026-08-24

View on SEC IAPD

More in Norwood, MA

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor