DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Pace Roy Kessenich

Pitcairnindependent RIAConshohocken, Pa IA-onlyIAPD 3256408

Feed of 09/14/2026

At current firm

1 y

since Apr 4, 2025

In the industry

21 y

since Aug 18, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Managing Director, Private Investmentsreportedpitcairn.comfirm site, Sep 15, 2026
Designations: MBAreportedpitcairn.comas printed on the bio page, Sep 16, 2026
Professional profile: pitcairn.com/bio/pace-kessenichreportedpitcairn.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Pitcairn independent RIA current
since Apr 4, 2025 · Conshohocken, Pa
Brightside Partners former
Nov 12, 2019 to Mar 27, 2025 · Baltimore, Md
Wms Partners, LLC former
Jan 21, 2009 to Nov 26, 2019 · Towson, Md
UBS Financial Services Inc. wirehouse
Aug 19, 2005 to May 25, 2007 · Hunt Valley, Md

Moves

a registration end followed by a registration begin elsewhere

Brightside Partners to Pitcairn
left Mar 27, 2025, registered Apr 4, 2025 (8 days) · RIA to RIA
Wms Partners, LLC to Brightside Partners
left Nov 26, 2019, registered Nov 12, 2019 (-14 days) · RIA to a newly registered adviser · moved with a team
UBS Financial Services Inc. to Wms Partners, LLC
left May 25, 2007, registered Jan 21, 2009 (607 days) · Other

Signals

Pace Roy Kessenich left Brightside Partners for Pitcairn (registered 2025-04-04)
Mar 27, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address