Waldron Private Wealth

Waldron Private Wealth (CRD# 131063) is a financial advisory firm headquartered in Bridgeville, PA. They manage $1,216,052,742 in 162 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,216
    MILLION
  • Total Number of Accounts
    162
    ACCOUNTS
  • Average Account Value
    $7,506,498
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 16 top financial advisors.
1
Lara M. Dalton
CRD#: 5496578
1150 Old Pond Road, 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 7 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.

2
Benjamin M. Greenfeld
CRD#: 5272549
1150 Old Pond Road, 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 9 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.

3
Matthew A. Helfrich
CRD#: 4344282
1150 Old Pond Road, Sbm Financial Building, 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 13 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.

4
Michael E. Krol
CRD#: 4855869
1150 Old Pond Road, 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 12 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.

5
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 5 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.

6
Casey J. Robinson
CRD#: 5649211
1150 Old Pond Road, 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 7 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.

7
Kevin M. Searfoss
CRD#: 2368306
1150 Old Pond Road, Sbm Financial Building, 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 23 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.

8
Eric C. Vogt
CRD#: 5150466
1150 Old Pond Road, 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 10 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.

9
Christopher M. Keller
CRD#: 3273986
1150 Old Pond Road, Bridgeville, PA 15017
93
Wealthminder
score

Christopher Keller (CRD# 3273986) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 17 years of experience in the finance industry.

10
James C. Mendelson
CRD#: 4974293
1150 Old Pond Road, Bridgeville, PA 15017
93
Wealthminder
score

James Mendelson (CRD# 4974293) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 12 years of experience in the finance industry.

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