Andrew D. Strain

PITCAIRN

CONSHOHOCKEN, PA 19428

Some features on this profile are disabled

CRD#: 5719401

Professional summary

Andrew David Strain, who also goes by Andrew D Strain, is a registered financial advisor currently at PITCAIRN located in Conshohocken, Pennsylvania.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Andrew has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andrew D Strain

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.

EMPLOYEE OF THE VANGUARD GROUP, INC. (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BOULEVARD, MALVERN, PA 19355 PHILADELPHIA EAGLES GROUNDS CREW MEMBER. ASSISTING IN PAINTING THE FIELD. ONE NOVA CARE WAY, PHILADELPHIA, PA. GAME SET-UP AND BREAK DOWN. 8HRS/EVENING AND WEEKEND SINCE 08/2005.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew David Strain'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

August 4, 2025 - Present

PITCAIRN

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

RIA

CRD#: 333260

CONSHOHOCKEN, PA

Past

December 2, 2019 - August 8, 2024

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

MALVERN, PA

Past

August 12, 2010 - August 8, 2024

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

Past

December 15, 2009 - August 9, 2010

NEW ENGLAND SECURITIES

CRD#: 615

NEWTOWN SQUARE, PA

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

Pennsylvania
(8/4/2025)

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: 11/12/2019

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/5/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/15/2011

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/14/2009

Investment Company Products/Variable Contracts 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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Paul Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

Horsham, PA

Boris Niko

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Feasterville, PA

Dustin Willing

KESTRA ADVISORY SERVICES, LLC

IAR

Wayne, PA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Andrew D. Strain

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew David Strain's CRS (Customer Relationship Summary).

Certified licenses

Experience

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

NEW ENGLAND SECURITIES

Primary Firm SEC Registration

PITCAIRN

State Registrations and Notice Filings

Exams

Series 66

Date: 11/12/2019

Series 63

Date: 1/5/2010

SIE

Date: 10/1/2018

Series 7

Date: 9/15/2011

Series 6

Date: 12/14/2009

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

Similar Advisors