John PittCRD Number: 5375119
Current Firm: Kdi Capital Partners, LLC
John Pitt (CRD# 5375119) is an Investment Advisor Representative working at Kdi Capital Partners, LLC in Raleigh, NC and has over 9 years of experience in the finance industry.
Sycamore Financial Planning, LLC
Portfolio Medics, LLC
Mml Investors Services, LLC
|Kdi Capital Partners, LLC||Raleigh, NC||Jul 2014 - Current||3|
|Professional Advisory Group||Raleigh, NC||Oct 2012 - Jul 2014||1|
|Credit Suisse Securities (usa) LLC||Atlanta, GA||Feb 2010 - Oct 2012||2|
|Goldman, Sachs & Company||Atlanta, GA||Aug 2008 - Feb 2010||1|
|University Of North Carolina||Chapel Hill, NC||Jun 2006 - May 2008||1|
|Goldman Sachs & Co||Atlanta, GA||Jun 2007 - Aug 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2008|
Total Assets Under Management346MILLIONS
Total Number of Accounts27ACCOUNTS
Average Account Value$12,807,444
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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