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).

By the Numbers
  • Total Assets Under Management
    4,138
    MILLION
  • Total Number of Accounts
    2,463
    ACCOUNTS
  • Average Account Value
    $1,680,007
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, NC, NH, NY, OH, PA, TX, VA, WV

Financial Advisors at Waldron Private Wealth
Showing 11 - 20 of 34 top financial advisors.
11
Michael E. Krol
CRD#: 4855869
44 Abele Road, Suite 400, Bridgeville, PA 15017

Michael Krol (CRD# 4855869) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 17 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.

12
Joseph M. Maker
CRD#: 4792676
44 Abele Road, Suite 400, Bridgeville, PA 15017

Joseph Maker (CRD# 4792676) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 18 years of experience in the finance industry. Joseph Maker 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.

13
Carmen J. Palmieri
CRD#: 5744484
44 Abele Road, Suite 400, Bridgeville, PA 15017

Carmen Palmieri (CRD# 5744484) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has 1 year of experience in the finance industry.

14
Casey J. Robinson
CRD#: 5649211
44 Abele Road, Suite 400, Bridgeville, PA 15017

Casey Robinson (CRD# 5649211) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 13 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.

15
Kevin M. Searfoss
CRD#: 2368306
44 Abele Road, Suite 400, Bridgeville, PA 15017

Kevin Searfoss (CRD# 2368306) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 29 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.

16
Craig A. Slaubaugh
CRD#: 6249858
44 Abele Road, Suite 400, Bridgeville, PA 15017

Craig Slaubaugh (CRD# 6249858) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 8 years of experience in the finance industry. Craig Slaubaugh 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.

17
Samantha L. Spitzer
CRD#: 6526555
44 Abele Road, Suite 400, Bridgeville, PA 15017

Samantha Spitzer (CRD# 6526555) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 5 years of experience in the finance industry. Samantha Spitzer 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.

18
Ali C. Swart
CRD#: 5781820
44 Abele Road, Suite 400, Bridgeville, PA 15017

Ali Swart (CRD# 5781820) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 12 years of experience in the finance industry. Ali Swart 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.

19
Eric C. Vogt
CRD#: 5150466
44 Abele Road, Suite 400, Bridgeville, PA 15017

Eric Vogt (CRD# 5150466) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 15 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.

20
Bryan P. Waldron
CRD#: 6634678
44 Abele Road, Suite 400, Bridgeville, PA 15017

Bryan Waldron (CRD# 6634678) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has 1 year of experience in the finance industry. Bryan Waldron 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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