Harold Frederick Pitcairn

Employer firm

Pitcairn CRD 333260

$5.87B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2010 → 12/2023
  Pitcairn Trust Company
  Jenkintown, PA
• 12/2023 → 12/2025
  Pitcairn Trust Company
  Conshohocken, PA
• 06/2025 → Present
  Pitcairn Wealth Advisors Llc
  Conshohocken, PA

Previous Registrations

• 1998-10-06 → 2002-08-06
  Stabil Capital Management, Inc.
  Corpus Christi, TX

Other Businesses

Pitcairn Trust Company, Investment-related, Conshohocken, PA, Chief Global Strategist, July 2010, 80 per month, all during trading hours. Chairman of the Board of Academy of Vocal Arts, Investment-related, Philadelphia, PA, since 2005, estimated 10-15 hours per quarter; as Chairman of the Board for Pitcairn Financial Group, Investment-related, Conshohocken, PA, Chairman of the Board, since 2007. Director and EVP for PITCO Financial Services Holding Company, Investment-related, Conshohocken, PA, since 2000.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-03-20
• S63 Uniform Securities Agent State Law Examination
  1998-01-21

Designations

• Chartered Financial Analyst

Other Names

• Rick Pitcairn
• Rick Pitcairn