Brendan Michael Heffernan
Investment adviser representative at Pitcairn
11 yearsExperience
1 stateRegistered in
$5.9BFirm assets
1 yearFirm in business
Are you Brendan Michael Heffernan? 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
11 years in the industry.
- PitcairnOct 2025 to now
- Pitcairn Wealth AdvisorsSep 2025 to now
- Newrez LLCMay 2023 to Aug 2025
- Bayou Bar and GrillMar 2022 to May 2023
- The Tradesmen LLCDec 2021 to Jan 2022
- Connolly LandscapingMay 2020 to Oct 2021
- UnemployedMay 2015 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8180272
- Firm CRD
- 333260