Laurie R. Martin

PITCAIRN

CONSHOHOCKEN, PA 19428

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CRD#: 2930307

Professional summary

Laurie Ressin Martin, who also goes by Laurie Sue Ressin, Laurie Ressin, is a registered financial advisor currently at PITCAIRN located in Conshohocken, Pennsylvania.

Laurie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Laurie has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Laurie Sue Ressin | Laurie Ressin

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Name of other business: Inspire Access; Is business Investment related: Yes; Address of other business: 9001 Durham Drive, Potomac, MD 20878; Nature of other business: Donor Advised Fund (DAF) supporting the unrepresented and underserved; Your position: Board Member; Start date of relationship: 01/01/2022; Approx. # of hours /month devote to other business: 2; Number of hours devoted to other business during securities trading hours: 0; Briefly describe duties: participate in Quarterly Board meetings, assist in hiring.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laurie Ressin Martin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 8, 2025 - Present

PITCAIRN

Office #1: Eight Tower Bridge 161 Washington Street Suite 801, Conshohocken, PA, 19428

RIA

CRD#: 333260

CONSHOHOCKEN, PA

Past

July 29, 2013 - September 18, 2015

LPL FINANCIAL LLC

CRD#: 6413

Charlotte, NC

Past

March 30, 2007 - February 27, 2012

FORTIGENT SECURITIES COMPANY, LLC.

CRD#: 46022

ROCKVILLE, MD

Past

March 10, 2006 - October 30, 2015

FORTIGENT, LLC

RIA

CRD#: 138164

ROCKVILLE, MD

Past

December 30, 1999 - November 28, 2005

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

BETHESDA, MD

Past

August 15, 1997 - November 28, 2005

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PITCAIRN

PITCAIRN | PWA | PITCAIRN WEALTH ADVISORS LLC

CRD#: 333260 / SEC#: 801-131329

RIA

Registered Investment Advisory firm - (10/23/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(1/8/2025)

IAR

Pennsylvania
(1/8/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/1/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/28/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/18/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/14/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 4/9/2001

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 2/6/2001

General Securities Sales Supervisor - Options Module Examination

Current Firm

PITCAIRN

PITCAIRN | PWA | PITCAIRN WEALTH ADVISORS LLC

CRD#: 333260 / SEC#: 801-131329

RIA

Registered Investment Advisory firm - (10/23/2024 Approved)

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Contact information

Main Address

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

Mailing Address

Phone number

(215) 881-6144

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PITCAIRN ADV 2A JULY 21 2025 (7/21/2025)

Regulatory assets under management

Total Number of Accounts	148
AUM (Assets Under Management)	$ 775,801,961

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Laurie R. Martin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laurie Ressin Martin's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

FORTIGENT SECURITIES COMPANY, LLC.

FORTIGENT, LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

PITCAIRN

State Registrations and Notice Filings

Exams

Series 65

Date: 12/1/1997

Series 63

Date: 8/28/1997

SIE

Date: 9/18/2015

Series 7

Date: 8/14/1997

Series 10

Date: 4/9/2001

Series 9

Date: 2/6/2001

Current Firm

PITCAIRN

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PITCAIRN

TRUST BUT VERIFY

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