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Derek James Cavanaugh

Pitcairn

Conshohocken, PA

CRD 8077136

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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 2025-04-18
  • PA RA
    APPROVED
    Since 2025-04-18

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
Pitcairn Trust Co. Jenkintown PA 05/2016 05/2018
Pitcairn Trust Co. Jenkintown PA 05/2018 08/2021
Pitcairn Trust Co. Conshohocken PA 08/2021 12/2025
Pitcairn Wealth Advisors Llc Conshohocken PA 04/2025 02/2026
Pitcairn Wealth Advisors Llc Conshohocken PA 03/2026 Present
  • 05/2016 → 05/2018
    Pitcairn Trust Co.
    Jenkintown, PA
  • 05/2018 → 08/2021
    Pitcairn Trust Co.
    Jenkintown, PA
  • 08/2021 → 12/2025
    Pitcairn Trust Co.
    Conshohocken, PA
  • 04/2025 → 02/2026
    Pitcairn Wealth Advisors Llc
    Conshohocken, PA
  • 03/2026 → Present
    Pitcairn Wealth Advisors Llc
    Conshohocken, PA
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Investors

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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

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