PIVOTAL PLANNING GROUP, LLC

CRD #126575 SEC #801-71335 MELVILLE, NY 516-333-6565

SEC Registered

Total AUM

$382.6M

Discretionary

$381.8M

Employees

Clients

101

Accounts

694

Firm Details

Organization Type: Limited Liability Company
State of Formation: New York
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Apr 19, 2021
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
MARCHISOTTA, JOHN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
MARCHISOTTA, JOHN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
MARCHISOTTA, JOHN, NMN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
SATTY, LEVINE & CIACCO, CPA	DE	MEMBER	D	Control
SATTY, LEVINE & CIACCO, CPA	DE	MEMBER	D	Control
SATTY, LEVINE & CIACCO, CPA	DE	MEMBER	D	Control
SATTY, LEVINE & CIACCO, CPA	DE	MEMBER	D	Control
SATTY, LEVINE & CIACCO, CPA	DE	MEMBER	D	Control
SATTY, LEVINE & CIACCO, CPA	DE	MEMBER	D	Control
SATTY, LEVINE & CIACCO, CPA	DE	MEMBER	D	Control
SATTY, LEVINE & CIACCO, CPA	DE	MEMBER	D	Control
SATTY, LEVINE & CIACCO, CPA	DE	MEMBER	D	Control
SATTY, LEVINE & CIACCO, CPA	DE	MEMBER	D	Control
SATTY, LEVINE & CIACCO, CPA	DE	MEMBER	D	Control
SATTY, LEVINE & CIACCO, CPA	DE	MEMBER	D	Control
SATTY, LEVINE & CIACCO, CPA	DE	MEMBER	D	Control
SATTY, LEVINE & CIACCO, CPA	DE	MEMBER	D	Control
SATTY, LEVINE & CIACCO, CPA	DE	MEMBER	D	Control
SATTY, LEVINE & CIACCO, CPA	DE	MEMBER	D	Control
SATTY, LEVINE & CIACCO, CPA	DE	MEMBER	D	Control
SATTY, LEVINE & CIACCO, CPA	DE	MEMBER	D	Control
SATTY, LEVINE & CIACCO, CPA	DE	MEMBER	D	Control
SATTY, LEVINE & CIACCO, CPA	DE	MEMBER	D	Control
SATTY, LEVINE & CIACCO, CPA	DE	MEMBER	D	Control
SATTY, LEVINE & CIACCO, CPA	DE	MEMBER	D	Control
SATTY, LEVINE & CIACCO, CPA	DE	MEMBER	D	Control
SATTY, LEVINE & CIACCO, CPA	DE	MEMBER	D	Control
SATTY, LEVINE & CIACCO, CPA	DE	MEMBER	D	Control
SATTY, LEVINE & CIACCO, CPA	DE	MEMBER	D	Control
SATTY, LEVINE & CIACCO, CPA	DE	MEMBER	D	Control
SATTY, LEVINE & CIACCO, CPA	DE	MEMBER	D	Control
SATTY, LEVINE & CIACCO, CPA	DE	MEMBER	D	Control
SATTY, LEVINE & CIACCO, CPA	DE	MEMBER	D	Control
SATTY, LEVINE & CIACCO, CPA	DE	MEMBER	D	Control
SATTY, LEVINE & CIACCO, CPA	DE	MEMBER	D	Control
DESMOND, MICHAEL, JOHN	I	MEMBER	C	Control
DESMOND, MICHAEL, JOHN	I	MEMBER	C	Control
DESMOND, MICHAEL, JOHN	I	MEMBER	C	Control
MARCHISOTTA, JOHN	I	MANAGING MEMBER	C	Control
MARCHISOTTA, JOHN	I	MANAGING MEMBER	C	Control
MARCHISOTTA, JOHN	I	MANAGING MEMBER	C	Control
MARCHISOTTA, JOHN	I	MEMBER - ACTIVE	C
MARCHISOTTA, JOHN	I	MEMBER - ACTIVE	C
MARCHISOTTA, JOHN	I	MANAGING MEMBER	C	Control
MARCHISOTTA, JOHN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
MARCHISOTTA, JOHN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
MARCHISOTTA, JOHN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
MARCHISOTTA, JOHN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
MARCHISOTTA, JOHN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
MARCHISOTTA, JOHN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
MARCHISOTTA, JOHN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
MARCHISOTTA, JOHN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
MARCHISOTTA, JOHN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
MARCHISOTTA, JOHN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
MARCHISOTTA, JOHN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
MARCHISOTTA, JOHN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
MARCHISOTTA, JOHN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
MARCHISOTTA, JOHN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
MARCHISOTTA, JOHN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
MARCHISOTTA, JOHN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
MARCHISOTTA, JOHN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
MARCHISOTTA, JOHN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
MARCHISOTTA, JOHN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
MARCHISOTTA, JOHN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
MARCHISOTTA, JOHN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
MARCHISOTTA, JOHN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
MARCHISOTTA, JOHN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
MARCHISOTTA, JOHN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
MARCHISOTTA, JOHN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
MARCHISOTTA, JOHN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
DIVER, JAMES, PATRICK	I	MEMBER	B	Control
DIVER, JAMES, PATRICK	I	MEMBER	B	Control
DIVER, JAMES, PATRICK	I	MEMBER	B	Control
KELLY, MICHAEL, ELIGIO	I	MEMBER	B	Control
KELLY, MICHAEL, ELIGIO	I	MEMBER	B	Control
KELLY, MICHAEL, ELIGIO	I	MEMBER	B	Control
BERTUCELLI, ROBERT, E.	I	MEMBER	A	Control
BERTUCELLI, ROBERT, E.	I	MEMBER	A	Control
BERTUCELLI, ROBERT, E.	I	MEMBER	A	Control
BERTUCELLI, ROBERT, E.	I	MEMBER	A	Control
BERTUCELLI, ROBERT, E.	I	MEMBER	A	Control
BERTUCELLI, ROBERT, E.	I	MEMBER	A	Control
BERTUCELLI, ROBERT, E.	I	MEMBER	A	Control
BERTUCELLI, ROBERT, E.	I	MEMBER	A	Control
BERTUCELLI, ROBERT, E.	I	MEMBER	A	Control
BERTUCELLI, ROBERT, E.	I	MEMBER	A	Control
BERTUCELLI, ROBERT, E.	I	MEMBER	A	Control
BERTUCELLI, ROBERT, E.	I	MEMBER	A	Control
BERTUCELLI, ROBERT, E.	I	MEMBER	A	Control
BERTUCELLI, ROBERT, E.	I	MEMBER	A	Control
BERTUCELLI, ROBERT, E.	I	MEMBER	A	Control
BERTUCELLI, ROBERT, E.	I	MEMBER	A	Control
BERTUCELLI, ROBERT, E.	I	MEMBER	A	Control
BERTUCELLI, ROBERT, E.	I	MEMBER	A	Control
BERTUCELLI, ROBERT, E.	I	MEMBER	A	Control
BERTUCELLI, ROBERT, E.	I	MEMBER	A	Control
BERTUCELLI, ROBERT, E.	I	MEMBER	A	Control
BERTUCELLI, ROBERT, E.	I	MEMBER	A	Control
BERTUCELLI, ROBERT, E.	I	MEMBER	A	Control
BERTUCELLI, ROBERT, E.	I	MEMBER	A	Control
BERTUCELLI, ROBERT, E.	I	MEMBER	A	Control
BERTUCELLI, ROBERT, E.	I	MEMBER	A	Control
BERTUCELLI, ROBERT, E.	I	MEMBER	A	Control
BERTUCELLI, ROBERT, E.	I	MEMBER	A	Control
BERTUCELLI, ROBERT, E.	I	MEMBER	A	Control
BERTUCELLI, ROBERT, E.	I	MEMBER	A	Control
BERTUCELLI, ROBERT, E.	I	MEMBER	A	Control
CIACCO, ROGER, T	I	MANAGING DIRECTOR/MANAGING MEMBER	A	Control
CIACCO, ROGER, T	I	MANAGING DIRECTOR/MANAGING MEMBER	A	Control
CIACCO, ROGER, T	I	MANAGING DIRECTOR/MANAGING MEMBER	A	Control
CIACCO, ROGER, T	I	MANAGING DIRECTOR/MANAGING MEMBER	A	Control
CIACCO, ROGER, T	I	MANAGING DIRECTOR/MANAGING MEMBER	A	Control
CIACCO, ROGER, T	I	MANAGING DIRECTOR/MANAGING MEMBER	A	Control
CIACCO, ROGER, T	I	MANAGING DIRECTOR/MANAGING MEMBER	A	Control
CIACCO, ROGER, T	I	MANAGING MEMBER	A	Control
CIACCO, ROGER, T	I	MANAGING MEMBER	A	Control
CIACCO, ROGER, T	I	MANAGING DIRECTOR/MANAGING MEMBER	A	Control
CIACCO, ROGER, T	I	MANAGING MEMBER	A	Control
CIACCO, ROGER, T	I	MANAGING MEMBER	A	Control
CIACCO, ROGER, T	I	MANAGING DIRECTOR/MANAGING MEMBER	A	Control
CIACCO, ROGER, T	I	MANAGING MEMBER	A	Control
CIACCO, ROGER, T	I	MANAGING MEMBER	A	Control
CIACCO, ROGER, T	I	MANAGING MEMBER	A	Control
CIACCO, ROGER, T	I	MEMBER	A	Control
CIACCO, ROGER, T	I	MANAGING MEMBER	A	Control
CIACCO, ROGER, T	I	MEMBER	A	Control
CIACCO, ROGER, T	I	MEMBER	A	Control
CIACCO, ROGER, T	I	MEMBER	A	Control
CIACCO, ROGER, T	I	MEMBER	A	Control
CIACCO, ROGER, T	I	MEMBER	A	Control
CIACCO, ROGER, T	I	MEMBER	A	Control
CIACCO, ROGER, T	I	MEMBER	A	Control
CIACCO, ROGER, T	I	MEMBER	A	Control
CIACCO, ROGER, T	I	MEMBER	A	Control
CIACCO, ROGER, T	I	MEMBER	A	Control
CIACCO, ROGER, T	I	MEMBER	A	Control
CIACCO, ROGER, T	I	MEMBER	A	Control
CIACCO, ROGER, T	I	MEMBER	A	Control
CIACCO, ROGER, T	I	MEMBER	A	Control
LEVINE, FRED, H	I	MEMBER-PASSIVE	A
LEVINE, FRED, H	I	MEMBER-PASSIVE	A
LEVINE, FRED, H	I	MEMBER-PASSIVE	A
LEVINE, FRED, H	I	MEMBER-PASSIVE	A
LEVINE, FRED, H	I	MEMBER-PASSIVE	A
LEVINE, FRED, H	I	MEMBER-PASSIVE	A
MARCHISOTTA, LARRY	I	MEMBER-ACTIVE	A	Control
MARCHISOTTA, LARRY	I	MEMBER-ACTIVE	A	Control
MARCHISOTTA, LARRY	I	MEMBER-ACTIVE	A	Control
MARCHISOTTA, LARRY	I	MEMBER-ACTIVE	A	Control
MARCHISOTTA, LARRY	I	MEMBER-ACTIVE	A	Control
MARCHISOTTA, LARRY	I	MEMBER-ACTIVE	A	Control
MARCHISOTTA, LARRY	I	MEMBER-ACTIVE	A	Control
MARCHISOTTA, LARRY	I	MEMBER	A	Control
MARCHISOTTA, LARRY	I	MEMBER	A	Control
MARCHISOTTA, LARRY	I	MEMBER-ACTIVE	A	Control
MARCHISOTTA, LARRY	I	MEMBER	A	Control
MARCHISOTTA, LARRY	I	MEMBER	A	Control
MARCHISOTTA, LARRY	I	MEMBER-ACTIVE	A	Control
MARCHISOTTA, LARRY	I	MEMBER	A	Control
MARCHISOTTA, LARRY	I	MEMBER	A	Control
MARCHISOTTA, LARRY	I	MEMBER	A	Control
MARCHISOTTA, LARRY	I	MEMBER	A	Control
MARCHISOTTA, LARRY	I	MEMBER	A	Control
MARCHISOTTA, LARRY	I	MEMBER	A	Control
MARCHISOTTA, LARRY	I	MEMBER	A	Control
MARCHISOTTA, LARRY	I	MEMBER	A	Control
MARCHISOTTA, LARRY	I	MEMBER	A	Control
MARCHISOTTA, LARRY	I	MEMBER	A	Control
MARCHISOTTA, LARRY	I	MEMBER	A	Control
MARCHISOTTA, LARRY	I	MEMBER	A	Control
MARCHISOTTA, LARRY	I	MEMBER	A	Control
MARCHISOTTA, LARRY	I	MEMBER	A	Control
MARCHISOTTA, LARRY	I	MEMBER	A	Control
MARCHISOTTA, LARRY	I	MEMBER	A	Control
MARCHISOTTA, LARRY	I	MEMBER	A	Control
MARCHISOTTA, LARRY	I	MEMBER	A	Control
MARCHISOTTA, LARRY	I	MEMBER	A	Control
SLUTER, FRANK, W	I	MEMBER-PASSIVE/CHIEF COMPLIANCE OFFICER	A
SLUTER, FRANK, W	I	MEMBER-PASSIVE/CHIEF COMPLIANCE OFFICER	A
SLUTER, FRANK, W	I	MEMBER-PASSIVE/CHIEF COMPLIANCE OFFICER	A
SLUTER, FRANK, W	I	MEMBER-PASSIVE/CHIEF COMPLIANCE OFFICER	A
SLUTER, FRANK, W	I	MEMBER-PASSIVE/CHIEF COMPLIANCE OFFICER	A
SLUTER, FRANK, W	I	MEMBER-PASSIVE/CHIEF COMPLIANCE OFFICER	A
SLUTER, FRANK, W	I	MEMBER-PASSIVE	A
SLUTER, FRANK, W	I	MEMBER	A	Control
SLUTER, FRANK, W	I	MEMBER	A	Control
SLUTER, FRANK, W	I	MEMBER-PASSIVE	A
SLUTER, FRANK, W	I	MEMBER	A	Control
SLUTER, FRANK, W	I	MEMBER	A	Control
SLUTER, FRANK, W	I	MEMBER-PASSIVE	A
SLUTER, FRANK, W	I	MEMBER	A	Control
SLUTER, FRANK, W	I	MEMBER	A	Control
SLUTER, FRANK, W	I	MEMBER	A	Control
SLUTER, FRANK, W	I	MEMBER	A	Control
SLUTER, FRANK, W	I	MEMBER	A	Control
SLUTER, FRANK, W	I	MEMBER	A	Control
SLUTER, FRANK, W	I	MEMBER	A	Control
SLUTER, FRANK, W	I	MEMBER	A	Control
SLUTER, FRANK, W	I	MEMBER	A	Control
SLUTER, FRANK, W	I	MEMBER	A	Control
SLUTER, FRANK, W	I	MEMBER	A	Control
SLUTER, FRANK, W	I	MEMBER	A	Control
SLUTER, FRANK, W	I	MEMBER	A	Control
SLUTER, FRANK, W	I	MEMBER	A	Control
SLUTER, FRANK, W	I	MEMBER	A	Control
SLUTER, FRANK, W	I	MEMBER	A	Control
SLUTER, FRANK, W	I	MEMBER	A	Control
SLUTER, FRANK, W	I	MEMBER	A	Control
SLUTER, FRANK, W	I	MEMBER	A	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
BERTUCELLI, ROBERT, E.	I	SATTY, LEVINE & CIACCO, CPA	F	Control
BERTUCELLI, ROBERT, E.	I	SATTY, LEVINE & CIACCO, CPA	F	Control
BERTUCELLI, ROBERT, E.	I	SATTY, LEVINE & CIACCO, CPA	F	Control
BERTUCELLI, ROBERT, E.	I	SATTY, LEVINE & CIACCO, CPA	F	Control
BERTUCELLI, ROBERT, E.	I	SATTY, LEVINE & CIACCO, CPA	F	Control
BERTUCELLI, ROBERT, E.	I	SATTY, LEVINE & CIACCO, CPA	F	Control
BERTUCELLI, ROBERT, E.	I	SATTY, LEVINE & CIACCO, CPA	F	Control
BERTUCELLI, ROBERT, E.	I	SATTY, LEVINE & CIACCO, CPA	F	Control
MARCHISOTTA, LARRY	I	SATTY, LEVINE & CIACCO, CPA	F	Control
MARCHISOTTA, LARRY	I	SATTY, LEVINE & CIACCO, CPA	F	Control
MARCHISOTTA, LARRY	I	SATTY, LEVINE & CIACCO, CPA	F	Control
MARCHISOTTA, LARRY	I	SATTY, LEVINE & CIACCO, CPA	F	Control
MARCHISOTTA, LARRY	I	SATTY, LEVINE & CIACCO, CPA	F	Control
SLUTER, FRANK, W	I	SATTY, LEVINE & CIACCO, CPA	F	Control
SLUTER, FRANK, W	I	SATTY, LEVINE & CIACCO, CPA	F	Control
SLUTER, FRANK, W	I	SATTY, LEVINE & CIACCO, CPA	F	Control
SLUTER, FRANK, W	I	SATTY, LEVINE & CIACCO, CPA	F	Control
SLUTER, FRANK, W	I	SATTY, LEVINE & CIACCO, CPA	E	Control
SLUTER, FRANK, W	I	SATTY, LEVINE & CIACCO, CPA	E	Control
SLUTER, FRANK, W	I	SATTY, LEVINE & CIACCO, CPA	E	Control
SLUTER, FRANK, W	I	SATTY, LEVINE & CIACCO, CPA	E	Control
SLUTER, FRANK, W	I	SATTY, LEVINE & CIACCO, CPA	E	Control
SLUTER, FRANK, W	I	SATTY, LEVINE & CIACCO, CPA	E	Control
SLUTER, FRANK, W	I	SATTY, LEVINE & CIACCO, CPA	E	Control
SLUTER, FRANK, W	I	SATTY, LEVINE & CIACCO, CPA	E	Control
SLUTER, FRANK, W	I	SATTY, LEVINE & CIACCO, CPA	E	Control
SLUTER, FRANK, W	I	SATTY, LEVINE & CIACCO, CPA	E	Control
SLUTER, FRANK, W	I	SATTY, LEVINE & CIACCO, CPA	E	Control
SLUTER, FRANK, W	I	SATTY, LEVINE & CIACCO, CPA	E	Control
SLUTER, FRANK, W	I	SATTY, LEVINE & CIACCO, CPA	E	Control
SLUTER, FRANK, W	I	SATTY, LEVINE & CIACCO, CPA	E	Control
SLUTER, FRANK, W	I	SATTY, LEVINE & CIACCO, CPA	E	Control
SLUTER, FRANK, W	I	SATTY, LEVINE & CIACCO, CPA	E	Control
CIACCO, ROGER, T	I	SATTY, LEVINE & CIACCO, CPA	D	Control
CIACCO, ROGER, T	I	SATTY, LEVINE & CIACCO, CPA	D	Control
CIACCO, ROGER, T	I	SATTY, LEVINE & CIACCO, CPA	D	Control
CIACCO, ROGER, T	I	SATTY, LEVINE & CIACCO, CPA	D	Control
CIACCO, ROGER, T	I	SATTY, LEVINE & CIACCO, CPA	D	Control
CIACCO, ROGER, T	I	SATTY, LEVINE & CIACCO, CPA	D	Control
CIACCO, ROGER, T	I	SATTY, LEVINE & CIACCO, CPA	D	Control
CIACCO, ROGER, T	I	SATTY, LEVINE & CIACCO, CPA	D	Control
CIACCO, ROGER, T	I	SATTY, LEVINE & CIACCO, CPA	D	Control
SLUTER, FRANK, W	I	SATTY, LEVINE & CIACCO, CPA	D	Control
SLUTER, FRANK, W	I	SATTY, LEVINE & CIACCO, CPA	D	Control
SLUTER, FRANK, W	I	SATTY, LEVINE & CIACCO, CPA	D	Control
SLUTER, FRANK, W	I	SATTY, LEVINE & CIACCO, CPA	D	Control
BERTUCELLI, ROBERT, E.	I	SATTY, LEVINE & CIACCO, CPA	C	Control
BERTUCELLI, ROBERT, E.	I	SATTY, LEVINE & CIACCO, CPA	C	Control
BERTUCELLI, ROBERT, E.	I	SATTY, LEVINE & CIACCO, CPA	C	Control
BERTUCELLI, ROBERT, E.	I	SATTY, LEVINE & CIACCO, CPA	C	Control
MARCHISOTTA, LARRY	I	SATTY, LEVINE & CIACCO, CPA	C	Control
MARCHISOTTA, LARRY	I	SATTY, LEVINE & CIACCO, CPA	C	Control
MARCHISOTTA, LARRY	I	SATTY, LEVINE & CIACCO, CPA	C	Control
MARCHISOTTA, LARRY	I	SATTY, LEVINE & CIACCO, CPA	C	Control
SLUTER, FRANK, W	I	SATTY, LEVINE & CIACCO, CPA	C	Control
SLUTER, FRANK, W	I	SATTY, LEVINE & CIACCO, CPA	C	Control
SLUTER, FRANK, W	I	SATTY, LEVINE & CIACCO, CPA	C	Control
SLUTER, FRANK, W	I	SATTY, LEVINE & CIACCO, CPA	C	Control
SLUTER, FRANK, W	I	SATTY, LEVINE & CIACCO, CPA	C	Control
SLUTER, FRANK, W	I	SATTY, LEVINE & CIACCO, CPA	C	Control
SLUTER, FRANK, W	I	SATTY, LEVINE & CIACCO, CPA	C	Control
SLUTER, FRANK, W	I	SATTY, LEVINE & CIACCO, CPA	C	Control

Registrations

Federal

Apr 19, 2021 REGISTERED

Notice Filings (9)

CA CT FL NC NH NJ NY TX VA

Address

534 BROADHOLLOW ROAD
SUITE 300
MELVILLE, NY 11747
United States

Phone: 516-333-6565