Pivotal Planning Group LLC

Pivotal Planning Group LLC, a New York-based Limited Liability Company, boasts of a team of 11 dedicated employees, including 5 advisory personnel. The extent of their clientele remains unspecified. According to the SEC's record, the firm's status is "Approved" and has been so since its registration on April 16, 2010.

• FRANK W SLUTER

  MEMBER owns more than 5% but less than 10%

• JOHN MARCHISOTTA

  MANAGING MEMBER/CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%

• LARRY MARCHISOTTA

  MEMBER owns more than 5% but less than 10%

• ROBERT E. BERTUCELLI

  MEMBER owns more than 5% but less than 10%

• ROGER T CIACCO

  MEMBER owns more than 5% but less than 10%

• SATTY, LEVINE & CIACCO, CPA

  MEMBER owns more than 50% but less than 75%

• FRANK W SLUTER

  OWNER owns 75% or more

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