Best Investors Account Sign in
Inactive

Matthew Case Breidenbach

Pitcairn

Conshohocken, PA

Claim This Profile
Current Employers
Pitcairn

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-08-12
  • PA RA
    APPROVED
    Since 2025-08-12

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
Rsm Us, Llp Blue Bell PA 12/2015 09/2016
Wilmington Trust Company Wilmington DE 09/2016 07/2017
Ubs Financial Services, Inc. Philadelphia PA 07/2017 04/2018
Wilmington Trust Company Wilmington DE 04/2018 07/2023
Pitcairn Trust Company San Fran PA 07/2023 12/2025
Pitcairn Weath Advisors Pikesville MD 06/2025 02/2026
Pitcairn Wealth Advisors Conshohocken PA 03/2026 Present
  • 12/2015 → 09/2016
    Rsm Us, Llp
    Blue Bell, PA
  • 09/2016 → 07/2017
    Wilmington Trust Company
    Wilmington, DE
  • 07/2017 → 04/2018
    Ubs Financial Services, Inc.
    Philadelphia, PA
  • 04/2018 → 07/2023
    Wilmington Trust Company
    Wilmington, DE
  • 07/2023 → 12/2025
    Pitcairn Trust Company
    San Fran, PA
  • 06/2025 → 02/2026
    Pitcairn Weath Advisors
    Pikesville, MD
  • 03/2026 → Present
    Pitcairn Wealth Advisors
    Conshohocken, PA
Designations

View on SEC IAPD

Other Firms

WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ARSENAL CAPITAL ADVISORS LLC
UBS FINANCIAL SERVICES INC.
INDEPENDENT FINANCIAL PARTNERS
HBKS WEALTH ADVISORS
WILLIAM BLAIR
HAMILTON LANE

Other Investors

STEVEN MICHAEL LEHMAN
ANTHONY NICHOLS
RANDOLPH KEVIN BROCK
JOHN EUGENE KANE
BRYAN CLYDE KILFOY
JOSEPH FRANCIS HORNIG
GREGORY BOSTON
STEVEN FLEISHER

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · CONSHOHOCKEN, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · Conshohocken, PA
ARSENAL CAPITAL ADVISORS LLC · CONSHOHOCKEN, PA
UBS FINANCIAL SERVICES INC. · CONSHOHOCKEN, PA
INDEPENDENT FINANCIAL PARTNERS · Conshohocken, PA
HBKS WEALTH ADVISORS · CONSHOHOCKEN, PA
WILLIAM BLAIR · CONSHOHOCKEN, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CONSHOHOCKEN, PA

More in Conshohocken, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor