Paulette Mercedes Girod
Investment adviser representative at Pitcairn
22 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$5.9BFirm assets
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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
22 years in the industry.
- PitcairnSep 2024 to now
- Women's Resource CenterJan 2023 to Aug 2024
- Jkj Financial ServicesJan 2020 to Dec 2022
- VanguardJan 2004 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
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
- 4665582
- Firm CRD
- 333260