PIVOTAL PLANNING GROUP, LLC

PIVOTAL PLANNING GROUP, LLC of MELVILLE, NY is an SEC-registered investment adviser (CRD 126575). Regulatory assets under management: $382.6M.

Registration

Officers, owners & control persons (10)

NameRoleLocation
DESMOND JOHNMEMBER
MARCHISOTTA LARRYMEMBER; MEMBER-ACTIVE; NO LONGER OWNER (+1 more)
CIACCO ROGER TMANAGING DIRECTOR/MANAGING MEMBER; MANAGING MEMBER; MEMBER (+1 more)
LEVINE FRED HMEMBER-PASSIVE
SLUTER FRANK WMEMBER; MEMBER-PASSIVE; MEMBER-PASSIVE/CHIEF COMPLIANCE OFFICER (+1 more)
MARCHISOTTA JOHNMANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; MEMBER - ACTIVE
BERTUCELLI ROBERT EMEMBER; OWNER
DIVER JAMES PATRICKMEMBER
KELLY MICHAEL ELIGIOMEMBER
MARCHISOTTA JOHN NMNMANAGING MEMBER/CHIEF COMPLIANCE OFFICER

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