Michael Pistilli (CRD# 6815997) is an Investment Advisor Representative working at Forecast Capital Management in Silverthorne, CO and has over 4 years of experience in the finance industry. Michael Pistilli 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.
CRD# 6739499
Raymond James & Associates, Inc.
CRD# 4327629
Srs Capital Advisors, Inc.
CRD# 1131891
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Bank Ssb | Frisco, CO | May 2020 - Current | 3 |
| Charles Schwab & Company, Inc. | Frisco, CO | Aug 2018 - Current | 5 |
| University Of Puget Sound | Tacoma, WA | Aug 2017 - Aug 2018 | 1 |
| Charles Schwab | Lonetree, CO | May 2017 - Aug 2017 | < 1 |
| University Of Pugets Sound | Tacoma, WA | Aug 2016 - May 2017 | < 1 |
| Valor Christian Highschool | Highlands Ranch, CO | May 2016 - Aug 2016 | < 1 |
| Yanni's Greek Restaurant | Greenwood Village, CO | May 2016 - Aug 2016 | < 1 |
| University Of Puget Sound | Tacoma, WA | Aug 2015 - May 2016 | < 1 |
| Valor Christian Highschool | Highlands Ranch, CO | May 2015 - Aug 2015 | < 1 |
| University Of Puget Sounc | Tacoma, WA | Aug 2014 - May 2015 | < 1 |
| Valor Christian Highschool | Highlands Ranch, CO | May 2014 - Aug 2014 | < 1 |
| Valor Christian Highschool | Highlands Ranch, CO | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2019 |
- CO
-
Total Assets Under Management73MILLIONS
-
Total Number of Accounts250ACCOUNTS
-
Average Account Value$292,000
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CO, TX
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