Morgan Mears
Advisor at Pitcairn
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Morgan Mears is a financial advisor at Pitcairn with one year of industry experience. He holds a Series 65 credential and has worked at several firms, including Affinity Wealth Management LLC and Delaware Trust Company. His background includes roles in both financial services and other industries such as hospitality and technology. Pitcairn serves high-net-worth individuals, families, trusts, foundations, and single-family offices, offering discretionary and non-discretionary investment advisory services alongside comprehensive family office support including tax and estate planning, CFO services, and charitable gifting. The firm’s investment approach focuses on customized, long-term asset allocation and ongoing portfolio monitoring using a range of investment vehicles and emphasizes family governance and generational transition.
Client services
Based on Pitcairn
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Fee options
Family office services are offered on an annual fixed fee basis, varying by client complexity and assets
Fees for tax, consolidated intermediary, and technology platform services range from $550 to $750 per Client account group
Account minimum: $25 million Minimum fee: Minimum annual fee of $150,000 per family relationship
Location
Eight Tower Bridge, 161 Washington Street, Suite 801
Conshohocken, PA 19428
Most active in
Morgan M has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Work history
Pitcairn Wealth Advisors
2025 - Present (1 year)
Pitcairn Trust Company
2022 - 2025 (3 years)
Affinity Wealth Management LLC
2021 - 2022 (1 year)
Delaware Trust Company
2020 - 2020 (1 year)
Paradise Plumbing, Inc.
2020 - 2020 (1 year)
Digital Intelligence Systems, LLC
2019 - 2020 (1 year)
Heirloom
2019 - 2019 (1 year)
High 5 Hospitality
2018 - 2018 (1 year)
Fireside Partners Inc.
2018 - 2018 (1 year)
Taverna
2017 - 2019 (2 years)
The Lighthouse
2017 - 2017 (1 year)
Heirloom
2016 - 2017 (1 year)
University of Delaware
2015 - 2019 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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