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1617 Jfk Boulevard 20Th Floor, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-08-30 |
Branch Locations
1617 Jfk Boulevard 20Th Floor, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wilmington Trust | Wilmington | DE | 02/2007 | 07/2020 |
| Rittenhouse Wealth Management, Llc | Philadelphia | PA | 07/2021 | Present |
| Business Planning And Preparation- Rittenhouse Wealth Management | Philadelphia | PA | 07/2020 | 06/2021 |
Shawn McGill is the Treasurer and Chair of the Investment Committee for the Union Benevolent Association, a charitable foundation based in Philadelphia, Pennsylvania. Mr. McGill started this position in 2012. Mr. McGill devotes approximately 10 hours/month in this capacity. Mr. McGill devotes 2 hours/month during trading hours. Mr. McGill provides investment portfolio monitoring and financial oversight.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-16 |
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