Renee Mendelssohn, financial advisor Bridgeville PA

Renee Mendelssohn

CRD Number: 4972423
Current Firm: Waldron Private Wealth

Renee Mendelssohn (CRD# 4972423) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has 1 year of experience in the finance industry.

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Robert W. Baird & Company Incorporated
Company Name Location Dates Years
Waldron Private Wealth Plymouth, MI May 2021 - Current 2
Merrill Lynch Farmington Hills, MI Mar 2021 - May 2021 < 1
Unemployed Flat Rock, MI Sep 2020 - Mar 2021 < 1
Comerica Bank Dearborn, MI Sep 2010 - Sep 2020 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2022
Contact Info for Renee E. Mendelssohn
Phone Number: 412-221-1005
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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