Kyle Pitts has been Investment Advisor Representative and Member (Partner) of Momentum Advisors since March 2023, is not listed as a control person, but directly owns between 10% and 25% of the firm. Kyle Pitts holds a Bachelor's degree in Mechanical Engineering from Howard University.
Momentum Advisors, LLC is a New York, NY firm with $415M under management, 370 clients and 7 advisers across 3 offices, as of its July 2026 filing.
Kyle Pitts is Partner, Wealth Management of Momentum Advisors. He joined Momentum in 2014 from PNC Investments and became a Partner in 2022. Earlier, he spent several years at UBS in wealth management, then entered the financial advisor training program at Merrill Lynch before joining PNC.
Kyle Pitts’ longest registration was 6 years at Momentum Advisors (2019–2025). Before joining Momentum Advisors in 2026, Kyle Pitts was registered through PNC Investments.
- Momentum AdvisorsCurrent– present · under a yearNew York, NY · Adviser representative · Firm CRD 159574
- PNC Investments– · under a yearMillburn, NJ · Adviser representative · Firm CRD 129052
Investment adviser representative registrations
Kyle Pitts is registered as an investment adviser representative in 4 states. The first approvals date from April 2026; the most recent is Massachusetts, in June 2026.
- CaliforniaSince 10 April 2026
- MassachusettsSince 9 June 2026
- New JerseySince 2 June 2026
- New YorkSince 10 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 20 September 2013 |
| Series 7 | General Securities Representative Examination | 16 July 2012 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kyle James Pitts
- CRD
- 5191621
- Firm
- Momentum Advisors · CRD 159574
- Role
- Investment Advisor Representative and Member (Partner)
- Office
- 1120 Avenue of the Americas, 4th Floor, New York, NY 10036
- Registration
- Investment adviser registration
- In the industry since
- February 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- momentum-advisors.com
Where does Kyle Pitts work?
Kyle Pitts has been Investment Advisor Representative and Member (Partner) of Momentum Advisors, LLC since March 2023.
Is Kyle Pitts a financial advisor?
Yes. Kyle Pitts has a current investment-adviser registration in California, Massachusetts, New Jersey and New York, through Momentum Advisors since April 2026.
How many years of experience does Kyle Pitts have?
Kyle Pitts has 10 years in the financial industry, since February 2016, across 2 adviser firms.
What exams has Kyle Pitts passed?
Kyle Pitts has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2012.
Where did Kyle Pitts work before Momentum Advisors?
Before Momentum Advisors, Kyle Pitts was registered through PNC Investments, September 2013 to March 2014.
Where is Kyle Pitts based?
Kyle Pitts’ registered office is in New York, NY.
Is Kyle Pitts registered with FINRA?
No. Kyle Pitts has no current broker registration.
How can I verify Kyle Pitts’ record?
Search CRD 5191621 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kyle Pitts’ full registration record.