Pace R. Kessenich

PITCAIRN

Baltimore, MD 21209

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CRD#: 3256408

Professional summary

Pace Roy Kessenich is a registered financial advisor currently at PITCAIRN located in Baltimore, Maryland.

Pace is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Pace has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Pace Roy Kessenich'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

April 4, 2025 - Present

PITCAIRN

Office #1: 6300 Blair Hill Lane Suite 302, Baltimore, MD 21209

RIA

CRD#: 333260

Baltimore, MD

Past

November 12, 2019 - March 27, 2025

BRIGHTSIDE PARTNERS

RIA

CRD#: 305389

Baltimore, MD

Past

January 21, 2009 - November 26, 2019

WMS PARTNERS, LLC

RIA

CRD#: 109971

TOWSON, MD

Past

August 19, 2005 - May 25, 2007

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

HUNT VALLEY, MD

Past

August 3, 2005 - May 25, 2007

UBS FINANCIAL SERVICES INC.

CRD#: 8174

HUNT VALLEY, MD

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
(4/4/2025)

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 66

Date: 8/18/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/2/2005

General Securities Representative 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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Pace R. Kessenich

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Pace Roy Kessenich's CRS (Customer Relationship Summary).

Certified licenses

Experience

PITCAIRN

BRIGHTSIDE PARTNERS

WMS PARTNERS, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

PITCAIRN

State Registrations and Notice Filings

Exams

Series 66

Date: 8/18/2005

Series 7

Date: 8/2/2005

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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