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Current Employers
The Pitti Group Wealth Management, Llc

590 Fishers Station Drive Suite 110, Victor, NY 14564 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-05-16
  • NY RA
    APPROVED
    Since 2025-05-16

Branch Locations

590 Fishers Station Drive Suite 110, Victor, NY 14564 • 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
OrganizationCityStateFromTo
Edward Jones St Louis MO 02/2017 03/2022
Hertz Corporation Johnson City NY 07/2016 02/2017
Cadaret, Grant & Co., Inc. Rochester NY 05/2022 08/2024
Vanderbilt Financial Group Woodbury NY 08/2024 05/2025
The Pitti Group Wealth Management, Llc Victor NY 05/2025 Present
  • 02/2017 → 03/2022
    St Louis, MO
  • 07/2016 → 02/2017
    Hertz Corporation
    Johnson City, NY
  • 05/2022 → 08/2024
    Cadaret, Grant & Co., Inc.
    Rochester, NY
  • 08/2024 → 05/2025
    Vanderbilt Financial Group
    Woodbury, NY
  • 05/2025 → Present
    Victor, NY
Previous Registrations
  • 2024-08-02 → 2025-05-09
    Rochester, NY
    Woodbury, NY
  • 2022-05-11 → 2024-08-02
    Cadaret, Grant & Co., Inc.
    Rochester, NY
    Liverpool, NY
    Syracuse, NY
    Williamsville, NY
    Syracuse, NY
    Syracuse, NY
  • 2017-06-09 → 2022-03-03
    Rochester, NY
    St Louis, MO
    Rochester, NY
    Avon, NY
    Rochester, NY
Other Businesses

1) Licensed Insurance Agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Less than 5% of time during the month.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-04-07
  • S66 Uniform Combined State Law Examination
    2017-04-07

View on SEC IAPD

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