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Andrew David Strain

Investment adviser representative at Pitcairn
16 yearsExperience
1 stateRegistered 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

16 years in the industry.

  1. PitcairnAug 2025 to now
  2. Pitcairn Wealth AdvisorsAug 2025 to now
  3. Pitcairn Trust CompanyJul 2024 to Dec 2025
  4. The Vanguard Group, Inc.Aug 2010 to Jul 2024

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2010
  • Series 66 · Uniform Combined State Law2019

State registrations

Registered as an investment adviser representative in 1 state (PA).

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
5719401
Firm CRD
333260
Advisor's SEC record (opens in a new tab)
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