Natalie Anne Wolaniuk
Investment adviser representative at Pitcairn
10 yearsExperience
3 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
10 years in the industry.
- Pitcairn Wealth Advisors LLCMar 2026 to now
- PitcairnJan 2025 to now
- Pitcairn Wealth Advisors LLCJan 2025 to Feb 2026
- Pitcairn Trust CompanyJan 2016 to Dec 2025
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (MD, 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
- 8022076
- Firm CRD
- 333260