David Thomas Medici
Investment adviser representative at Pitcairn
13 yearsExperience
1 stateRegistered in
CFADesignation
$5.9BFirm assets
Are you David Thomas Medici? Claim your profile
Contact this firm
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
13 years in the industry.
- PitcairnApr 2025 to now
- Pitcairn Wealth Advisors LLCMar 2025 to now
- Pitcairn Trust Co.Apr 2018 to Dec 2025
- JP Morgan Chase & Co.Mar 2017 to Sep 2017
- Drexel UniversitySep 2013 to Jun 2018
Designations
- CFA
Exams passed
No exams in this record.
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
- 8069073
- Firm CRD
- 333260