Pivotal Planning Group, LLC

Pivotal Planning Group, LLC (CRD# 126575) is a financial advisory firm headquartered in Melville, NY. They manage $382,644,658 in 694 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    383
    MILLION
  • Total Number of Accounts
    694
    ACCOUNTS
  • Average Account Value
    $551,361
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, NC, NH, NJ, NY, TX, VA

Financial Advisors at Pivotal Planning Group, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Terry L. Crawford
CRD#: 6457662
445 Corporation Lane, Suite 227, Virginia Beach, VA 23462

Terry Crawford (CRD# 6457662) is an Investment Advisor Representative working at Pivotal Planning Group, LLC in Virginia Beach, VA and has over 4 years of experience in the finance industry.

2
Michael J. Desmond
CRD#: 2155576
534 Broadhollow Road, Suite 300, Melville, NY 11747

Michael Desmond (CRD# 2155576) is an Investment Advisor Representative working at Pivotal Planning Group, LLC in Melville, NY and has over 29 years of experience in the finance industry.

3
James P. Diver
CRD#: 6621473
534 Broadhollow Road, Suite 300, Melville, NY 11747

James Diver (CRD# 6621473) is an Investment Advisor Representative working at Pivotal Planning Group, LLC in Melville, NY and has over 6 years of experience in the finance industry. James Diver 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.

4
Michael E. Kelly
CRD#: 4002296
440 Monticello Avenue, Suite 1840, Norfolk, VA 23510

Michael Kelly (CRD# 4002296) is an Investment Advisor Representative working at Pivotal Planning Group, LLC in Norfolk, VA and has over 21 years of experience in the finance industry. Michael Kelly 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.

5
Cari A. Walling
CRD#: 4044551
534 Broadhollow Road, Suite 300, Melville, NY 11747

Cari Walling (CRD# 4044551) is an Investment Advisor Representative working at Pivotal Planning Group, LLC in Melville, NY and has over 20 years of experience in the finance industry.

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