Robert Pulit
Valley Brook Capital Group · Venetia, Pennsylvania
Robert Pulit is a fee-only financial advisor at Valley Brook Capital Group in Venetia, Pennsylvania. Valley Brook Capital Group reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Valley Brook Capital Group |
|---|---|
| Based in | Venetia, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $223.3M across 368 accounts |
| SEC registration | Investment adviser representative in PA · CRD 1779439 |
| Exams passed | Series 63 (1988) · Series 65 (2007) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.mstcpas.com/wealthmanagement.php |
How Robert's firm compares
- Valley Brook Capital Group's average account is about $607,000, from its Form ADV (assets managed divided by 368 accounts).
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Questions about Robert
Is Robert Pulit a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Valley Brook Capital Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Valley Brook Capital Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Robert Pulit based?
Robert Pulit is based in Venetia, Pennsylvania.
Is Robert Pulit registered with the SEC?
Yes. Robert Pulit is registered as an investment adviser representative in PA (CRD 1779439), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Valley Brook Capital Group manage?
Valley Brook Capital Group reports $223.3M across 368 accounts in assets under management.
How do I contact Robert Pulit?
Through Robert's website, www.mstcpas.com/wealthmanagement.php.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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