Waldron Private Wealth
Waldron Private Wealth (CRD# 131063) is a financial advisory firm headquartered in Bridgeville, PA. They manage $4,137,857,410 in 2,463 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management4,138MILLION
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Total Number of Accounts2,463ACCOUNTS
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Average Account Value$1,680,007
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, DC, FL, MD, MI, NC, NH, NY, OH, PA, TX, VA, WV
Nicholas Colaizzi (CRD# 6969981) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 4 years of experience in the finance industry. Nicholas Colaizzi 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.
Chase Conti (CRD# 5930586) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 10 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.
Lara Dalton (CRD# 5496578) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 13 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.
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.
Benjamin Greenfeld (CRD# 5272549) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 15 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.
William Groom (CRD# 7041264) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 3 years 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.
Matthew Helfrich (CRD# 4344282) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 18 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.
Alex Hendrickson (CRD# 6591455) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 6 years of experience in the finance industry. Alex Hendrickson 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.
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.
Christopher Keller (CRD# 3273986) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 22 years of experience in the finance industry. Christopher Keller 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.