# PIVOTAL PLANNING GROUP, LLC

PIVOTAL PLANNING GROUP, LLC of MELVILLE, NY is an SEC-registered investment adviser.

## Registration

- CRD: 126575
- Type: SEC-registered investment adviser
- SEC file number: 801-71335
- Location: 534 BROADHOLLOW ROAD, SUITE 300, MELVILLE, NY, 11747
- Phone: 516-333-6565
- Latest filing: 2021-04-19
- Regulatory AUM: $382.6M
- Discretionary AUM: $381.8M
- Non-discretionary AUM: $882K
- Clients: 7
- Accounts: 694

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| DESMOND JOHN | MEMBER | — |
| MARCHISOTTA LARRY | MEMBER; MEMBER-ACTIVE; NO LONGER OWNER (+1 more) | — |
| CIACCO ROGER T | MANAGING DIRECTOR/MANAGING MEMBER; MANAGING MEMBER; MEMBER (+1 more) | — |
| LEVINE FRED H | MEMBER-PASSIVE | — |
| SLUTER FRANK W | MEMBER; MEMBER-PASSIVE; MEMBER-PASSIVE/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| MARCHISOTTA JOHN | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; MEMBER - ACTIVE | — |
| BERTUCELLI ROBERT E | MEMBER; OWNER | — |
| DIVER JAMES PATRICK | MEMBER | — |
| KELLY MICHAEL ELIGIO | MEMBER | — |
| MARCHISOTTA JOHN NMN | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/126575/brochure
- Similar advisers: https://search.stillhousedata.com/firm/126575/similar
- Related entities: https://search.stillhousedata.com/firm/126575/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/126575

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.