Robert Pitt has been President and Financial Planner of Mauney-Pitt Financial Management since August 2025, is a control person of the firm and directly owns between 50% and 75% of it. Robert Pitt holds an Executive MBA program from Wake Forest University. Robert Pitt studied at the University of North Carolina at Chapel Hill and Oral Roberts University.
Mauney-Pitt Financial Management, Inc. is a Shelby, NC firm with $418M under management, 705 clients and 3 advisers across 2 offices, as of its July 2026 filing.
R. Graham Pitt is Branch Manager of Mauney-Pitt Financial Management, based in Shelby, North Carolina. He is a 35-year veteran in retirement and financial planning, partnering with Patrick Mauney on retirement, investment and estate planning with an emphasis on IRAs. His experience includes co-founding a bank, developing a charitable planned giving program and establishing a family foundation.
Robert Pitt’s longest registration was 17 years at Raymond James Financial Services Advisors, Inc (2009–2026). Before joining Mauney-Pitt Financial Management in 2026, Robert Pitt was registered through Raymond James Financial Services Advisors, Inc and Raymond James Financial Services.
- – present · under a yearCornelius, NC · Adviser representative · Firm CRD 337870
- Raymond James Financial Services Advisors, Inc– · 17 yearsShelby, NC · Adviser representative · Firm CRD 149018
- Raymond James Financial Services– · 7 yearsShelby, NC · Adviser representative · Firm CRD 6694
Professional designations
Listed by Mauney-Pitt Financial Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Robert Pitt is registered as an investment adviser representative in North Carolina, since March 2026.
- North CarolinaSince 31 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 2 November 2006 |
| Series 24 | General Securities Principal Examination | 24 May 1991 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 August 1983 |
| Series 7 | General Securities Representative Examination | 16 July 1983 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Graham Pitt
- CRD
- 1155978
- Firm
- Mauney-Pitt Financial Management · CRD 337870
- Role
- President and Financial Planner
- Office
- Cornelius, NC
- Registration
- Investment adviser registration
- In the industry since
- November 1983
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mauney-pitt.com
Where does Robert Pitt work?
Robert Pitt has been President and Financial Planner of Mauney-Pitt Financial Management, Inc. since August 2025, and is a control person of the firm.
Is Robert Pitt a financial advisor?
Yes. Robert Pitt has a current investment-adviser registration in North Carolina, through Mauney-Pitt Financial Management since March 2026.
How many years of experience does Robert Pitt have?
Robert Pitt has 42 years in the financial industry, since November 1983, across 3 adviser firms.
What exams has Robert Pitt passed?
Robert Pitt has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 31. The earliest, the Series 7, was passed in July 1983. FINRA credited Robert Pitt with the SIE, which began in October 2018.
Where did Robert Pitt work before Mauney-Pitt Financial Management?
Before Mauney-Pitt Financial Management, Robert Pitt was registered through Raymond James Financial Services, December 2001 to January 2009.
Where is Robert Pitt based?
Robert Pitt’s registered office is in Cornelius, NC.
Is Robert Pitt registered with FINRA?
No. Robert Pitt has no current broker registration.
Is Robert Pitt a CFP?
Mauney-Pitt Financial Management lists Robert Pitt with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Robert Pitt’s record?
Search CRD 1155978 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Pitt’s full registration record.