Gregory Pacitti, financial advisor Sarasota FL

Gregory Pacitti

CRD Number: 3258958
Current Firm: Ranch Capital Advisors Inc.

Gregory Pacitti (CRD# 3258958) is an Investment Advisor Representative working at Ranch Capital Advisors Inc. in Sarasota, FL and has over 21 years of experience in the finance industry. Gregory Pacitti has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Advice And Planning Services
Professional Designations
Company Name Location Dates Years
Ranch Capital Advisors Inc. (f.k.a. Pacitti Group Inc.) Sarasota, FL Mar 2022 - Current 2
Apw Capital, Inc. Parsippany, NJ May 2010 - Current 13
Pacitti Group Inc. Bradenton, FL Oct 2006 - Current 17
Ranch Capital Advisors Inc. (f.k.a. Pacitti Group Inc.) Sarasota, FL Mar 2021 - Mar 2022 1
Ranch Capital Advisors D/b/a Pacitti Group Bradenton, FL Feb 2019 - Mar 2021 2
Truvestments Capital LLC Bradenton, FL Oct 2017 - Feb 2019 1
Skybox Financial Group, Inc. Bradenton, FL Nov 2008 - Oct 2017 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Gregory T. Pacitti
Phone Number: (941) 462-2666
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    227
    MILLIONS
  • Total Number of Accounts
    969
    ACCOUNTS
  • Average Account Value
    $234,059
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

CA, FL, GA, MI, NC, NY, OH, PA, SC, TX, VA

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