Steven Michael Pitchford
Investment adviser representative at Towerpoint Wealth, LLC
3 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$561.3MFirm assets
Are you Steven Michael Pitchford? Claim your profile
Contact this firm
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
Experience
3 years in the industry.
- Towerpoint Wealth, LLCJan 2018 to now
- SabbaticalFeb 2017 to Jan 2018
- Bingham, Osborn & Scarborough LLCAug 2015 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
Towerpoint Wealth, LLC
$561.3MAssets managed
570Clients
5Advisers
9 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
- 5687306
- Firm CRD
- 288593