Joseph Whelan
Investment adviser representative at Pitcairn
12 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
12 years in the industry.
- Pitcairn Wealth Advisors LLCMar 2026 to now
- PitcairnJun 2025 to now
- Pitcairn Trust CompanyMar 2022 to Feb 2026
- University of DelawareDec 2018 to Feb 2022
- UnemployedDec 2017 to Nov 2018
- Abc 33/40 TvNov 2014 to Nov 2017
Designations
- CFP® certification
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
- 8119567
- Firm CRD
- 333260