Pace Roy Kessenich
Investment adviser representative at Pitcairn
19 yearsExperience
1 stateRegistered in
$5.9BFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- PitcairnApr 2025 to now
- Pitcairn Wealth AdvisorsMar 2025 to now
- Brightside Advisory Partners, LLCNov 2019 to Mar 2025
- Wms PartnersMay 2007 to Nov 2019
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (MD).
Pitcairn
Legal name: Pitcairn Wealth Advisors LLC
$5.9BAssets managed
330Clients
40Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3256408
- Firm CRD
- 333260