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Pitcairn CRD 333260
$5.87B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Eight Tower Bridge, 161 Washington Street Suite 801, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-02-24 |
Branch Locations
Doylestown, PA • United States
Eight Tower Bridge, 161 Washington Street Suite 801, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Magellan Research Group | New York | NY | 09/2016 | 12/2017 |
| New York University | New York | NY | 09/2019 | 05/2022 |
| Exome Asset Management | New York | NY | 01/2018 | 04/2022 |
| Pitcairn Trust Company | Conshohocken | PA | 05/2022 | 12/2025 |
| Pitcairn Wealth Advisors Llc | Conshohocken | PA | 02/2025 | Present |
Mrs. Maida is involved in 2 investment-related activities outside of Pitcairn Wealth Advisors: She is a Trustee for GST Exempt Family Trust, where she spends roughly 3 hours a month with investments and cash management, she is not compensated for her services. She is a Supervisor on the Doylestown Township Board, where she spends roughly 10-12 hours per month outside business hours on Township Board responsibilities, she will receive compensation for this position.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-29 |
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