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Emilee Frances Stepoulos

Pitcairn

Conshohocken, PA

Baltimore, MD

CRD 8224025

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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
MD RA APPROVED 2026-06-18
  • MD RA
    APPROVED
    Since 2026-06-18

Branch Locations

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

6300 Blair Hill Lane Suite 302, Baltimore, MD 21209 • 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
Outback Steakhouse Lexington KY 09/2019 03/2021
Frederick Health Frederick MD 06/2020 01/2022
Green Forests Work Lexington KY 01/2021 05/2021
Green Forests Work Lexington KY 05/2021 06/2022
Brightside Partners Baltimore MD 06/2022 01/2025
Pitcairn Baltimore MD 01/2025 Present
Brunswick High School Brunswick MD 09/2014 06/2018
University Of Kentucky Lexington KY 08/2018 06/2022
  • 09/2019 → 03/2021
    Outback Steakhouse
    Lexington, KY
  • 06/2020 → 01/2022
    Frederick Health
    Frederick, MD
  • 01/2021 → 05/2021
    Green Forests Work
    Lexington, KY
  • 05/2021 → 06/2022
    Green Forests Work
    Lexington, KY
  • 06/2022 → 01/2025
    Brightside Partners
    Baltimore, MD
  • 01/2025 → Present
    Pitcairn
    Baltimore, MD
  • 09/2014 → 06/2018
    Brunswick High School
    Brunswick, MD
  • 08/2018 → 06/2022
    University Of Kentucky
    Lexington, KY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-18
  • S65 Uniform Investment Adviser Law Examination
    2026-06-18

View on SEC IAPD

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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

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