Michaela
Stclair

Pitcairn Wealth Advisors LLC

CRD#7542366
Investment Advisor
in Conshohocken, PA

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About this Advisor

Michaela Stclair is a financial advisor based in Conshohocken, Pennsylvania, working with Pitcairn Wealth Advisors LLC. Michaela has previously worked at University Of Pittsburgh, Ubs Financial Services, West Chester Area School District, Robert W. Bard & Co Inc, Pitcairn Wealth Advisors, and Pitcairn Trust Co. Michaela has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Michaela is part of Pitcairn Wealth Advisors LLC, which operates out of Conshohocken, Pennsylvania. The firm has 9 offices and 5 employees. The firm manages assets totaling $775.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Pitcairn Wealth Advisors LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Eight Tower Bridge, 161 Washington Street Suite 801
Conshohocken, PA 19428

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Pitcairn Wealth Advisors LLC Brokerage Details

Total Assets Under Management

$775,801,961

PA Average: $15,833,994,310
Total Number of Employees

5

PA Average: 41
Total Number of Accounts

148

PA Average: 3,342
Average Account Size

$5,241,905

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Michaela Stclair Work History

2025 - Present (0 year)

Pitcairn Wealth Advisors

2025 - Present (0 year)

Pitcairn Trust Co

2023 - Present (2 years)

Robert W. Bard & Co Inc

2022 - 2023 (1 year)

Ubs Financial Services

2018 - 2022 (4 years)

University Of Pittsburgh

2010 - 2018 (8 years)

West Chester Area School District

Disclosures

Please visit the SEC profile of Michaela Stclair to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pitcairn Wealth Advisors LLC

Morgan Mears
Conshohocken, PA
Andrew Busser
Conshohocken, PA
Ethan Ebner
Philadelphia, PA
Jennifer Proper
Conshohocken, PA
Derek Cavanaugh
Conshohocken, PA
Christina Maida
Doylestown, PA
Natalie Wolaniuk
Conshohocken, PA
John Jeffrey
Conshohocken, PA

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