Waldron Private Wealth

Waldron Private Wealth (CRD# 131063) is a financial advisory firm headquartered in Bridgeville, PA. They manage $1,682,397,009 in 160 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,682
    MILLION
  • Total Number of Accounts
    160
    ACCOUNTS
  • Average Account Value
    $10,514,981
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.

DC, FL, MD, NY, PA, TX, VA, WV

Financial Advisors at Waldron Private Wealth
Showing 1 - 10 of 22 top financial advisors.
1
Chase D. Conti
CRD#: 5930586
44 Abele Road, Suite 400, Bridgeville, PA 15017
96
Wealthminder
score

Chase Conti (CRD# 5930586) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 6 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.

2
Lara M. Dalton
CRD#: 5496578
44 Abele Road, Suite 400, Bridgeville, PA 15017
96
Wealthminder
score

Lara Dalton (CRD# 5496578) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 9 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.

3
Benjamin M. Greenfeld
CRD#: 5272549
44 Abele Road, Suite 400, Bridgeville, PA 15017
96
Wealthminder
score

Benjamin Greenfeld (CRD# 5272549) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 11 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.

4
Matthew A. Helfrich
CRD#: 4344282
44 Abele Road, Suite 400, Bridgeville, PA 15017
96
Wealthminder
score

Matthew Helfrich (CRD# 4344282) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 14 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.

5
Michael E. Krol
CRD#: 4855869
44 Abele Road, Suite 400, Bridgeville, PA 15017
96
Wealthminder
score

Michael Krol (CRD# 4855869) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 13 years of experience in the finance industry. Michael Krol 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.

6
Mark A. Moretti
CRD#: 5791904
1150 Old Pond Road, Bridgeville, PA 15017
96
Wealthminder
score

Mark Moretti (CRD# 5791904) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 7 years of experience in the finance industry. Mark Moretti 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
Ali C. Postlewaite
CRD#: 5781820
44 Abele Road, Suite 400, Bridgeville, PA 15017
96
Wealthminder
score

Ali Postlewaite (CRD# 5781820) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 8 years of experience in the finance industry. Ali Postlewaite 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
Casey J. Robinson
CRD#: 5649211
44 Abele Road, Suite 400, Bridgeville, PA 15017
96
Wealthminder
score

Casey Robinson (CRD# 5649211) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 9 years of experience in the finance industry. Casey Robinson 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
Kevin M. Searfoss
CRD#: 2368306
44 Abele Road, Suite 400, Bridgeville, PA 15017
96
Wealthminder
score

Kevin Searfoss (CRD# 2368306) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 24 years of experience in the finance industry. Kevin Searfoss 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
Eric C. Vogt
CRD#: 5150466
44 Abele Road, Suite 400, Bridgeville, PA 15017
96
Wealthminder
score

Eric Vogt (CRD# 5150466) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 11 years of experience in the finance industry. Eric Vogt 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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