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Natalie Anne Wolaniuk

Investment Adviser Representative at Pitcairn

Conshohocken, PACRD #8022076Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Natalie Anne Wolaniuk is an investment adviser representative with Pitcairn in Conshohocken, PA, where they have been registered since 2025, the year they entered the securities industry. They are registered to provide investment advice in Maryland, Pennsylvania, and Texas.

Office

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

Advisors at this office: 31

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Maryland, Pennsylvania, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

PitcairnCurrent
1/14/2025 – Conshohocken, PA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Pitcairn Trust Company
    Jan 2016 – Jan 2017Jenkintown, PA
  2. Pitcairn Trust Company
    Jan 2017 – Dec 2025Jenkintown, PA
  3. Pitcairn Wealth Advisors LLC
    Jan 2025 – Feb 2026Conshohocken, PA
  4. Pitcairn Wealth Advisors LLC
    Mar 2026 – no end date reportedConshohocken, PA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Pitcairn

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Estimated blended rate
0.011

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingEducational Seminars and Workshops

Client types the firm serves

High Net WorthPension/Profit SharingCharitable Organizations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
41
Offices listed on AdvisorFinder:
1
Main office:
Conshohocken, PA
SEC file number:
801-131329

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 31, 2026

View full firm profile

Other advisors at Pitcairn

Showing 12 of 41 in the directory

View Pitcairn firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Natalie Anne Wolaniuk has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Natalie Anne Wolaniuk (Pitcairn) - Fees & Credentials