Pivotal Planning Group, LLC

Pivotal Planning Group, LLC (CRD# 126575) is a financial advisory firm headquartered in Jericho, NY. They manage $136,742,319 in 366 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    137
    MILLION
  • Total Number of Accounts
    366
    ACCOUNTS
  • Average Account Value
    $373,613
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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.

FL, NJ, NY

Financial Advisors at Pivotal Planning Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael J. Desmond
CRD#: 2155576
125 Jericho Turnpike, Suite 200, Jericho, NY 11753
93
Wealthminder
score

Michael Desmond (CRD# 2155576) is an Investment Advisor Representative working at Pivotal Planning Group, LLC in Jericho, NY and has over 25 years of experience in the finance industry.

2
James P. Diver
CRD#: 6621473
125 Jericho Turnpike, Suite 200, Jericho, NY 11753
89
Wealthminder
score

James Diver (CRD# 6621473) is an Investment Advisor Representative working at Pivotal Planning Group, LLC in Jericho, NY and has over 2 years of experience in the finance industry.

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