DFX Intelligence

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RIA / WealthAdvisor21 years in industry

PACE ROY KESSENICH

Advisor at PITCAIRN

CONSHOHOCKEN, PA | Baltimore, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c99b1b92-7366-ef71-3e6e-e60d977327e3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 1
Observed: Aug 19, 2005 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Pace Roy Kessenich

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PITCAIRN
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 18, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Aug 18, 2005
First registration: Aug 19, 2005
Dual registered: no
IAPD individual key: 3256408

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Pitcairn	Independent wealth	Apr 4, 2025	n/a	yes	CONSHOHOCKEN, PA\|Baltimore, MD	Current employment
BRIGHTSIDE PARTNERS	Former SEC adviser	Nov 12, 2019	Mar 27, 2025	no	Baltimore, MD	Previous registration
WMS PARTNERS, LLC	Former SEC adviser	Jan 21, 2009	Nov 26, 2019	no	TOWSON, MD	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Aug 19, 2005	May 25, 2007	no	HUNT VALLEY, MD\|HUNT VALLEY, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BRIGHTSIDE PARTNERS	Pitcairn	Mar 27, 2025	Apr 4, 2025	8	Firm change	RIA to RIA
WMS PARTNERS, LLC	BRIGHTSIDE PARTNERS	Nov 26, 2019	Nov 12, 2019	-14	Firm change	RIA to new firm
UBS FINANCIAL SERVICES INC.	WMS PARTNERS, LLC	May 25, 2007	Jan 21, 2009	607	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
109971:305389:MD:2019-11-26	Nov 26, 2019	Nov 12, 2019	TOWSON, MD	Firm change

Relationships

Registered with (4)

→ PITCAIRNRegistered adviserregistration: current employment
Apr 4, 2025 to presentfactForm ADV
→ BRIGHTSIDE PARTNERSRegistered adviserregistration: previous registration
Nov 12, 2019 to Mar 27, 2025factForm ADV
→ WMS PARTNERS, LLCRegistered adviserregistration: previous registration
Jan 21, 2009 to Nov 26, 2019factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Aug 19, 2005 to May 25, 2007factForm ADV

Dated events

Occurred
Mar 27, 2025
Advisor changed firm
Pace Roy Kessenich left Brightside Partners for Pitcairn (registered 2025-04-04)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c99b1b92-7366-ef71-3e6e-e60d977327e3
First observed: Aug 19, 2005
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PACE ROY KESSENICH

Advisor at PITCAIRN

CONSHOHOCKEN, PA | Baltimore, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c99b1b92-7366-ef71-3e6e-e60d977327e3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:37 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

Pitcairn

Independent wealth

Apr 4, 2025

n/a

yes

CONSHOHOCKEN, PA|Baltimore, MD

Current employment

BRIGHTSIDE PARTNERS

Former SEC adviser

Nov 12, 2019

Mar 27, 2025

Baltimore, MD

Previous registration

WMS PARTNERS, LLC

Former SEC adviser

Jan 21, 2009

Nov 26, 2019

TOWSON, MD

Previous registration

UBS FINANCIAL SERVICES INC.

Wirehouse

Aug 19, 2005

May 25, 2007

HUNT VALLEY, MD|HUNT VALLEY, MD

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

BRIGHTSIDE PARTNERS

Pitcairn

Mar 27, 2025

Apr 4, 2025

Firm change

RIA to RIA

WMS PARTNERS, LLC

BRIGHTSIDE PARTNERS

Nov 26, 2019

Nov 12, 2019

-14

Firm change

RIA to new firm

UBS FINANCIAL SERVICES INC.

WMS PARTNERS, LLC

May 25, 2007

Jan 21, 2009

607

Firm change after gap

Other

Team

Left

Joined

From

Kind

109971:305389:MD:2019-11-26

Nov 26, 2019

Nov 12, 2019

TOWSON, MD

Firm change