user avatar

Joseph Isaac Pitt

Advisor at Steward Partners Investment Advisory, LLC — Watkinsville, GA

Updated today

Credentials

Series 65

Experience

10 years

Location

Watkinsville, GA 30677

Steward Partners Investment Advisory, LLC logo

Steward Partners Investment Advisory, LLC

Enterprise

Total advisors

484

Across 169 offices

Clients per advisor

86 High

Avg AUM per client

$831,870 High

HNW client ratio

56% Very High

About

Joseph Pitt is a Series 65 licensed advisor with Steward Partners Investment Advisory, LLC, where he has worked since 2025. He has a decade of industry experience, including prior roles at Advisory Services Network, LLC, Moore's Wealth Management, and Precision Capital Management. Outside of his advisory work, he is the managing member of THE TRADING PITT LLC, a venture focused on forex market trading. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, institutions, and charitable organizations, offering a range of investment advisory, financial planning, and managed account solutions supported by a national advisor network.

Client services

Based on Steward Partners Investment Advisory, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Financial consulting

Expertise

Based on Steward Partners Investment Advisory, LLC

ESG / Sustainable investing Private / alternative investments Concentrated stock management Business sale tax planning Retirement income strategy

Occupation focus

Based on Steward Partners Investment Advisory, LLC

Executive Founder/Business Owner Retired

Demographic focus

Based on Steward Partners Investment Advisory, LLC

HENRY (High Earners, Not Rich Yet) Mid-Career Professionals

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Negotiable flat fees for financial planning and consulting services depending on complexity.

Percentage

$0+: Up to 2.50% annually (negotiable, varies by Account and IAR) $5,000+: Steward Partners Unified Managed Account Program minimum account size $10,000+: BNY Advisors WealthStart & American Funds, Steward Partners Strategy Solutions $25,000+: Steward Partners Discretionary Portfolios, Guided Portfolios, Separate Account Solutions $50,000+: BNY Advisors Asset Allocation and AdvisorFlex Portfolios

Commissions

Commissions earned by associates who are registered representatives; insurance commissions also applicable.

Project-based

Hourly rates vary depending on time required; used for financial planning/consulting services.

Other

Account minimum: $25,000 Minimum fee: Minimum Quarterly Program Fee prior to May 2011 was $250, can be waived at discretion Fee-only: Financial planning and consulting fees are negotiable; can be hourly, fixed fee, or percentage of assets.

Location

See office

Watkinsville, GA

1551 Jennings Mill Rd, Suite 2600 D

Watkinsville GA 30677

Advisors at this office

2

Most active in

Georgia

Work history

10 years of industry experience

Steward Partners Investment Solutions, LLC

2025 - Present • 1 year

Gainesville, GA

Steward Partners Global Advisory, LLC

2025 - Present • 1 year

Gainesville, GA

Advisory Services Network, LLC

2017 - 2025 • 8 years

Atlanta, GA

Precision Capital Management

2016 - 2018 • 2 years

Coppell, TX

Moore's Wealth Management

2016 - 2025 • 9 years

Gainesville, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Cecil S

CFP®

Athens, GA

ARCH Financial Planning, LLC

Cecil Staton, CFP®, is the founder of Arch Financial Planning, a fee-only fiduciary firm based in Watkinsville and serving Athens, Oconee County, Monroe, Macon and the Lake Oconee area. Cecil works primarily with retirees and people approaching retirement who have accumulated $1 million or more and want help turning their savings into a reliable, tax-efficient retirement income plan. He helps clients coordinate investment management with retirement-income planning, Roth conversions and withdrawal strategies, Social Security and Medicare decisions, charitable giving, and estate-plan coordination. Every relationship is built around a comprehensive financial plan, without commissions or product sales. Clients work directly with Cecil for ongoing financial planning and investment management. Meetings are available in person at Arch’s Wire Park office or virtually.

General retirement planning General estate planning guidance General tax planning Social Security optimization Retirement withdrawal strategies Retired University Employee Dentist Doctor or Medical Professional Baby Boomers (Born 1946-1964) Approaching retirement Retired
user avatar

Dwight L

Series 63, Series 65

Athens, GA

Langley Wealth Management

Dwight Langley is a financial advisor at Langley Wealth Management in Watkinsville, GA, holding Series 63 and Series 65 licenses with 16 years of industry experience. He previously worked at Vickery Financial Services, Inc. and Vickery Langley Wealth Management. Outside of advisory services, Langley is also an independent life insurance agent. Langley Wealth Management serves individual investors and other client types, focusing on non-discretionary portfolio management and standalone financial planning. The firm emphasizes strategic asset allocation across diversified mutual fund portfolios, periodic rebalancing, and a long-term investment approach, implementing recommendations only with client approval.

Wealth management
user avatar

Kyle R

Series 65

Athens, GA

TROIKA CAPITAL ADVISORS, LLC

Kyle Roney is a Series 65-credentialed financial advisor with 19 years of industry experience, currently operating as the sole advisor at TROIKA CAPITAL ADVISORS, LLC since 2010. Based in Athens, GA, he focuses on discretionary portfolio management and financial planning. Troika Capital Advisors is an independent registered investment adviser serving individuals, high-net-worth clients, trusts, estates, corporations, and pension or profit-sharing plans. The firm manages approximately $44 million using fundamental analysis and a long-term trading approach, occasionally incorporating options strategies, and emphasizes individualized Investment Policy Statements to document client objectives and risk tolerance.

Active portfolio management Options & derivatives strategies Wealth management General retirement planning Charitable giving & philanthropy
user avatar

Talbert C

Series 63, Series 65

Athens, GA

Black Lake Capital Corp.

Talbert Cooper is a financial advisor with Black Lake Capital Corp. in Athens, GA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Black Lake Capital Corp. since 2008. Outside of advisory services, he is involved in private land management for a private holding, which may account for up to 10% of his time. Black Lake Capital is an independent SEC-registered investment adviser managing approximately $17.2 million for individuals, trusts, and limited partnerships. The firm employs a Modern Portfolio Theory-based approach with diversified strategies across equities, fixed income, and options, and provides portfolio management, investment counseling, and financial planning tailored to client objectives and risk tolerance.

Active portfolio management Options & derivatives strategies Tax-loss harvesting
user avatar

Randall C

ChFC®, Series 63

Athens, GA

RChristianFinancial Consultants, LLC "The Clients Fiduciary"

Randall Christian is the owner of RChristian Financial Consultants, LLC and holds the ChFC® designation with 19 years of industry experience. He has been with RChristian Financial Consultants since 2010 and also serves as owner and president of Christian Financial, Inc., a non-investment-related business. Prior to this, he worked at Transamerica Financial Advisors from 2003 to 2006. RChristian Financial serves individual clients, corporations, and retirement plan sponsors by providing discretionary asset management, comprehensive financial planning, and retirement plan advisory services. The firm’s investment approach combines fundamental analysis with portfolio construction focused on long-term buy-and-hold strategies, income, and growth objectives, while offering flexible trading to meet client goals.

Wealth management College savings (529s, UTMA, etc.) Long-term care insurance Disability insurance Founder/Business Owner
user avatar

Thomas G

Series 63, Series 65

Athens, GA

Liberty Street Capital, LLC

Thomas Greene III is the principal of Liberty Street Capital, LLC in Athens, GA, holding Series 63 and Series 65 credentials with 19 years of industry experience. He has led Liberty Street Investment Management since 2011. Outside of investment management, he serves as a director for Provident Resources Group, focusing on healthcare, housing, and government burden reduction. Liberty Street Capital provides fee-based, discretionary portfolio management primarily for pooled and entity clients. The firm employs an allocation-driven approach with diversified proprietary portfolios emphasizing low turnover and cost containment, and it maintains a unique affiliation with the principal’s legal practice.

Passive / index investing Active portfolio management
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)