Best Investors Account Sign in
Inactive

David Thomas Medici

Pitcairn

Conshohocken, PA

CRD 8069073

Claim This Profile
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:

Current Employers
Pitcairn

Eight Tower Bridge, 161 Washington Street Suite 801, Conshohocken, PA 19428 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-04-04
  • PA RA
    APPROVED
    Since 2025-04-04

Branch Locations

Eight Tower Bridge, 161 Washington Street Suite 801, Conshohocken, PA 19428 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Drexel University Philadelphia PA 09/2013 06/2018
Hard 8 Futures Bala Cynwyd PA 03/2016 09/2016
Jp Morgan Chase & Co. Newark DE 03/2017 09/2017
Pitcairn Trust Co. Jenkintown PA 04/2018 06/2020
Pitcairn Trust Co. Jenkintown PA 06/2020 02/2023
Pitcairn Trust Co. Conshohocken PA 02/2023 12/2025
Pitcairn Wealth Advisors Llc Conshohocken PA 03/2025 Present
  • 09/2013 → 06/2018
    Drexel University
    Philadelphia, PA
  • 03/2016 → 09/2016
    Hard 8 Futures
    Bala Cynwyd, PA
  • 03/2017 → 09/2017
    Jp Morgan Chase & Co.
    Newark, DE
  • 04/2018 → 06/2020
    Pitcairn Trust Co.
    Jenkintown, PA
  • 06/2020 → 02/2023
    Pitcairn Trust Co.
    Jenkintown, PA
  • 02/2023 → 12/2025
    Pitcairn Trust Co.
    Conshohocken, PA
  • 03/2025 → Present
    Pitcairn Wealth Advisors Llc
    Conshohocken, PA
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ARSENAL CAPITAL ADVISORS LLC

Nearby Investors

STEVEN MICHAEL LEHMAN
ANTHONY NICHOLS
RANDOLPH KEVIN BROCK

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · CONSHOHOCKEN, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · Conshohocken, PA
ARSENAL CAPITAL ADVISORS LLC · CONSHOHOCKEN, PA

More in Conshohocken, PA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor