Justin C. Bakewell

PITCAIRN

Mclean, VA 22102

Some features on this profile are disabled

CRD#: 5840238

Professional summary

Justin C. Bakewell, who also goes by Justin Charles Bakewell, Justin Bakewell, is a registered financial advisor currently at PITCAIRN located in Mclean, Virginia.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Justin has worked at 6 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Justin Charles Bakewell | Justin Bakewell

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 Justin C. Bakewell'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

March 20, 2025 - Present

PITCAIRN

Office #1: 1640 Boro Place Office #545, Mclean, VA 22102

RIA

CRD#: 333260

Mclean, VA

Past

November 19, 2020 - March 6, 2025

BRIGHTSIDE PARTNERS

RIA

CRD#: 305389

McLean, VA

Past

July 26, 2017 - July 30, 2020

J.P. MORGAN SECURITIES LLC

CRD#: 79

Baltimore, MD

Past

July 7, 2017 - July 30, 2020

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

Baltimore, MD

Past

June 4, 2013 - May 9, 2017

BROWN ADVISORY

RIA

CRD#: 110181

BALTIMORE, MD

Past

January 10, 2011 - August 1, 2012

ALLIANCEBERNSTEIN L.P.

RIA

CRD#: 108477

WASHINGTON, DC

Past

November 5, 2010 - August 1, 2012

SANFORD C. BERNSTEIN & CO., LLC

CRD#: 104474

WASHINGTON, DC

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
(3/20/2025)

IAR

Pennsylvania
(3/21/2025)

IAR

Virginia
(3/20/2025)

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

Series 63

Date: 9/6/2017

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 6/29/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/26/2017

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)

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

Raylonte Roach

EAGLE STRATEGIES LLC

IAR

BETHESDA, MD

Matthew Halverson

MORGAN STANLEY

IAR

Washington, DC

Erin Caines

EAGLE STRATEGIES LLC

IAR

DERWOOD, MD

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Justin C. Bakewell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin C. Bakewell's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRIGHTSIDE PARTNERS

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

BROWN ADVISORY

ALLIANCEBERNSTEIN L.P.

SANFORD C. BERNSTEIN & CO., LLC

Primary Firm SEC Registration

PITCAIRN

State Registrations and Notice Filings

Exams

Series 63

Date: 9/6/2017

Series 66

Date: 6/29/2011

SIE

Date: 10/1/2018

Series 7

Date: 7/26/2017

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