DS
David H. Slover
PITCAIRN
Baltimore, MD 21209
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CRD#: 8022067
DS
Professional summary
David Harold Slover is a registered financial advisor currently at PITCAIRN located in Baltimore, Maryland.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. David has worked at 1 firm .
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.
CRS (Client Relationship Summary) - RIA
Click below to view David Harold Slover's 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®
NoneExperience
Current
January 6, 2025 - Present
PITCAIRN
Office #1: 6300 Blair Hill Lane Suite 302, Baltimore, MD 21209Office #2: Eight Tower Bridge 161 Washington Street Suite 801, Conshohocken, PA, 19428RIA
CRD#: 333260
Baltimore, 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".
PI
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(1/6/2025)
IAR
Pennsylvania(1/6/2025)
Exams
Current Firm
PI
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
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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
5
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 148 |
| AUM (Assets Under Management) | $ 775,801,961 |
Red Flags
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