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George Francis Smith

Pitcairn

Conshohocken, PA

CRD 8108433

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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 2025-06-10
  • PA RA
    APPROVED
    Since 2025-06-10

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 Company Conshohocken PA 12/2007 12/2025
Pitcairn Wealth Advisors Llc Conshohocken PA 06/2025 Present
  • 12/2007 → 12/2025
    Pitcairn Trust Company
    Conshohocken, PA
  • 06/2025 → 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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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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