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Andrew Drummond Pitcairn

PITCAIRN
CONSHOHOCKEN, PA
·CRD# 8155331·1 year experience

Professional Summary

Andrew Drummond Pitcairn, who also goes by Andrew Pitcairn, 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 2025. Andrew has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Andrew Pitcairn

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

1 years in the financial services industry

Current & Past Employments

PITCAIRN·CRD# 333260
RIA
Eight Tower Bridge 161 Washington Street Suite 801, Conshohocken, PA, 19428
August 28, 2025 - Present

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Current Firm

PI
PITCAIRN

PITCAIRN | PWA | PITCAIRN WEALTH ADVISORS LLC

CRD#: 333260 / SEC#: 801-131329
RIA
Registered Investment Advisory firm - SEC (10/23/2024 Approved)

Contact Information

Main Address

Eight Tower Bridge 161 Washington Street Suite 801, Conshohocken, PA, 19428

Phone Number

(215) 881-6144

# of Employees

62

SEC notice filing (24 States and Territories)

Registered to provide investment advisory services in 24 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PITCAIRN - FORM ADV DISCLOSURE BROCHURE 2A (MARCH 2026) (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,133

AUM (Assets Under Management)

$5,871,259,245

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
01/27/2026Cover PageReport

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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.

Cabot-Wellington, LLC - Chairman since 02/2018 with Governance of the Board of Directors for 10 hours monthly with 5 hours during trading hours. Interchange Capital Partners - Independent Director since 01/2025 with Governance of the Board for 4 hours a month during trading hours.

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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 - SEC (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.
IAR
Pennsylvania
(8/28/2025)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 2025About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Andrew Drummond Pitcairn's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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