Sheila Pitz is not listed as a control person, but directly owns under 5% of Grimaldi Portfolio Solutions.
Grimaldi Portfolio Solutions is an investment adviser based in Wappingers Falls, NY, registered with the SEC since 1996. It provides investment management. Its clients include individuals and investment companies. Its regulatory assets under management total $133 million, as filed on 19 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 5196267
- Firm
- Grimaldi Portfolio Solutions · CRD 106199
- Role
- Chief Compliance Officer
- In role since
- October 2018 · 8 years
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Wappingers Falls, NY
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Sheila Pitz work?
Sheila Pitz has been Chief Compliance Officer of Grimaldi Portfolio Solutions, Inc since October 2018.
How can I verify Sheila Pitz’s record?
Sheila Pitz’s role is listed on Grimaldi Portfolio Solutions, Inc’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 106199.