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Advisors / North Carolina / Charlotte
24yrs

Andre Pitts

Financial advisor at Equitable Advisors

Andre Pitts is a fiduciary financial advisor in Charlotte, North Carolina, with 24 years in the industry. Andre joined Equitable Advisors in 2022, after less than a year at Vanguard Advisers and less than a year at Alight Financial Solutions. Equitable Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.

Charlotte, NCTop 22% by experience in CharlotteFiduciary advisor

At a glance

Experience24 years (since 2002)
How that compares ?Top 22% by experience in Charlotte
OfficeCharlotte, NC
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$609,299
Advisors at the firm4,656
States licensed ?1 state

Services through Equitable Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2022 – now
  2. May 2022 – Sep 2022
  3. Mar 2011 – May 2011
    Alight Financial Solutions, LLCPreviously
  4. Aug 2010 – Feb 2011

Questions to ask Andre

Tailored to Andre’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Andre

How do I contact Andre?

Call Equitable Advisors at (212) 314-4600 and ask for Andre Pitts. Andre works from the Charlotte, NC office.

How long has Andre been a financial advisor?

Andre has been in the industry since 2002, about 24 years. Top 22% by experience in Charlotte.

What licenses does Andre hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Andre a fiduciary?

Andre is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Andre paid?

Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Andre for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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