Nathan M. Sonnenberg

PITCAIRN

Vienna, VA

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CRD#: 4586269

Professional summary

Nathan Michael Sonnenberg, who also goes by Nathan Sonnenberg, is a registered financial advisor currently at PITCAIRN located in Vienna, Virginia.

Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Nathan has worked at 5 firms and has passed the Series 7 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nathan Sonnenberg

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 Nathan Michael Sonnenberg'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 9, 2025 - Present

PITCAIRN

RIA

CRD#: 333260

Vienna, VA

Past

January 30, 2014 - March 15, 2016

GLASSMAN WEALTH SERVICES, LLC

RIA

CRD#: 151478

VIENNA, VA

Past

June 28, 2007 - February 27, 2012

FORTIGENT SECURITIES COMPANY, LLC.

CRD#: 46022

ROCKVILLE, MD

Past

June 12, 2006 - September 7, 2012

FORTIGENT, LLC

RIA

CRD#: 138164

ROCKVILLE, MD

Past

January 1, 2000 - June 12, 2006

LYDIAN WEALTH MANAGEMENT COMPANY, LLC

RIA

CRD#: 107659

ROCKVILLE, 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
(1/9/2025)

IAR

Pennsylvania
(1/9/2025)

IAR

Texas
(1/9/2025)

IAR

Virginia
(1/9/2025)

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

General Industry/Product Exam

Series 7

Date: 6/26/2007

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

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/27/2026	Cover Page	Report

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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Nathan M. Sonnenberg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Michael Sonnenberg's CRS (Customer Relationship Summary).

Certified licenses

Experience

PITCAIRN

GLASSMAN WEALTH SERVICES, LLC

FORTIGENT SECURITIES COMPANY, LLC.

FORTIGENT, LLC

LYDIAN WEALTH MANAGEMENT COMPANY, LLC

Primary Firm SEC Registration

PITCAIRN

State Registrations and Notice Filings

Exams

Series 7

Date: 6/26/2007

Current Firm

PITCAIRN

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

PITCAIRN

TRUST BUT VERIFY

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