Nathan Sonnenberg has been Chief Investment Officer of Pitcairn Wealth Advisors since September 2024, is a control person of the firm and directly owns under 5% of it. Nathan Sonnenberg holds a Bachelor of Science in Systems Engineering from the University of Virginia.
Pitcairn Wealth Advisors LLC is a Conshohocken, PA firm with $5.87B under management, 330 clients and 37 advisers across 7 offices, as of its March 2026 filing.
Nathan Sonnenberg is Chief Investment Officer of Pitcairn. He develops and communicates investment strategy and policies and directs analysis, portfolio management, research, and risk management. Before joining Pitcairn, he founded Wealth Management Consulting, LLC, an outsourced-CIO consultancy, and previously served as Chief Investment Officer at Fortigent, LLC.
Nathan Sonnenberg’s longest registration was 6 years at Lydian Wealth Management Company, LLC (2000–2006). Before joining Pitcairn Wealth Advisors in 2025, Nathan Sonnenberg was registered through Glassman Wealth Services, LLC and Fortigent, LLC.
- Glassman Wealth Services, LLC– · 2 yearsVienna, VA · Adviser representative · Firm CRD 151478
- Fortigent, LLC– · 6 yearsRockville, MD · Adviser representative · Firm CRD 138164
- Lydian Wealth Management Company, LLC– · 6 yearsRockville, MD · Adviser representative · Firm CRD 107659
Professional designations
Listed by Pitcairn Wealth Advisors
- Chartered Financial Analyst (CFA)
- Chartered Alternative Investment Analyst (CAIA)
Investment adviser representative registrations
Nathan Sonnenberg is registered as an investment adviser representative in 4 states. Each was approved in January 2025.
- MarylandSince 9 January 2025
- PennsylvaniaSince 9 January 2025
- TexasSince 9 January 2025
- VirginiaSince 9 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 26 June 2007 |
- Name
- General Securities Representative Examination
- Full name
- Nathan Michael Sonnenberg
- CRD
- 4586269
- Firm
- Pitcairn Wealth Advisors · CRD 333260
- Role
- Chief Investment Officer
- Office
- Vienna, VA
- Registration
- Investment adviser registration
- In the industry since
- March 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- pitcairn.com
Where does Nathan Sonnenberg work?
Nathan Sonnenberg has been Chief Investment Officer of Pitcairn Wealth Advisors LLC since September 2024, and is a control person of the firm.
Is Nathan Sonnenberg a financial advisor?
Yes. Nathan Sonnenberg has a current investment-adviser registration in Maryland, Pennsylvania, Texas and Virginia, through Pitcairn Wealth Advisors since January 2025.
How many years of experience does Nathan Sonnenberg have?
Nathan Sonnenberg has 16 years in the financial industry, since March 2010, across 4 adviser firms.
What exams has Nathan Sonnenberg passed?
Nathan Sonnenberg passed the Series 7 in June 2007.
Where did Nathan Sonnenberg work before Pitcairn Wealth Advisors?
Before Pitcairn Wealth Advisors, Nathan Sonnenberg was registered through Glassman Wealth Services, LLC, January 2014 to March 2016; Fortigent, LLC, June 2006 to September 2012; Lydian Wealth Management Company, LLC, January 2000 to June 2006.
Where is Nathan Sonnenberg based?
Nathan Sonnenberg’s registered office is in Vienna, VA.
Is Nathan Sonnenberg registered with FINRA?
No. Nathan Sonnenberg has no current broker registration.
Is Nathan Sonnenberg a CFA charterholder?
Pitcairn Wealth Advisors lists Nathan Sonnenberg with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.
How can I verify Nathan Sonnenberg’s record?
Search CRD 4586269 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nathan Sonnenberg’s full registration record.
