Sean Hantes

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

• 02/2017 → 03/2022
  Edward Jones
  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
  The Pitti Group Wealth Management, Llc
  Victor, NY

Previous Registrations

• 2024-08-02 → 2025-05-09
  Vanderbilt Advisory Services
  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
  Edward Jones
  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

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