Waldron Private Wealth

Waldron Private Wealth (CRD# 131063) is a financial advisory firm headquartered in Bridgeville, PA. They manage $2,508,922,113 in 223 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,509
    MILLION
  • Total Number of Accounts
    223
    ACCOUNTS
  • Average Account Value
    $11,250,772
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DC, FL, MD, MI, NH, NY, PA, TX, VA, WV

Financial Advisors at Waldron Private Wealth
Showing 1 - 10 of 30 top financial advisors.
1
Nicholas A. Colaizzi
CRD#: 6969981
44 Abele Road, Suite 400, Bridgeville, PA 15017

Nicholas Colaizzi (CRD# 6969981) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 2 years of experience in the finance industry.

2
Chase D. Conti
CRD#: 5930586
44 Abele Road, Suite 400, Bridgeville, PA 15017

Chase Conti (CRD# 5930586) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 9 years of experience in the finance industry. Chase Conti has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Lara M. Dalton
CRD#: 5496578
44 Abele Road, Suite 400, Bridgeville, PA 15017

Lara Dalton (CRD# 5496578) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 11 years of experience in the finance industry. Lara Dalton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Nathaniel L. Ecoff
CRD#: 6921473
44 Abele Road, Suite 400, Bridgeville, PA 15017

Nathaniel Ecoff (CRD# 6921473) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has 1 year of experience in the finance industry.

5
Won Son Erdman
CRD#: 5773341
44 Abele Road, Suite 400, Bridgeville, PA 15017

Won Son Erdman (CRD# 5773341) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 9 years of experience in the finance industry.

6
Garrett J. Frey
CRD#: 6162296
44 Abele Road, Suite 400, Bridgeville, PA 15017

Garrett Frey (CRD# 6162296) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has 1 year of experience in the finance industry. Garrett Frey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Benjamin M. Greenfeld
CRD#: 5272549
44 Abele Road, Suite 400, Bridgeville, PA 15017

Benjamin Greenfeld (CRD# 5272549) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 13 years of experience in the finance industry. Benjamin Greenfeld has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
William A. Groom
CRD#: 7041264
44 Abele Road, Suite 400, Bridgeville, PA 15017

William Groom (CRD# 7041264) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has 1 year of experience in the finance industry. William Groom has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Matthew A. Helfrich
CRD#: 4344282
44 Abele Road, Suite 400, Bridgeville, PA 15017

Matthew Helfrich (CRD# 4344282) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 17 years of experience in the finance industry. Matthew Helfrich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Christopher C. Horan
CRD#: 6717857
44 Abele Road, Suite 400, Bridgeville, PA 15017

Christopher Horan (CRD# 6717857) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has 1 year of experience in the finance industry. Christopher Horan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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