Bryan David Pitney
Investment adviser representative at Professional Planning Group
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Professional Planning GroupApr 2025 to now
- New England Professional Planning GroupFeb 2025 to now
- Raymond James Financial Services, Inc.Feb 2025 to now
- Charles Schwab & Co., Inc.Dec 2022 to Feb 2025
- TD AmeritradeSep 2013 to Dec 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (RI, TX).
Professional Planning Group
Legal name: New England Professional Planning Group Inc.
$1.3BAssets managed
1,292Clients
9Advisers
46 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5143896
- Firm CRD
- 108868