Waldron Private Wealth

Waldron Private Wealth (CRD# 131063) is a financial advisory firm headquartered in Bridgeville, PA. They manage $3,569,485,533 in 2,699 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,569
    MILLION
  • Total Number of Accounts
    2,699
    ACCOUNTS
  • Average Account Value
    $1,322,522
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DC, FL, IL, MA, MD, MI, NC, NH, NY, OH, PA, RI, TX, VA, WV

Financial Advisors at Waldron Private Wealth
Showing 1 - 10 of 36 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 5 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 12 years of experience in the finance industry.

3
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.

4
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 17 years of experience in the finance industry.

5
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 over 5 years of experience in the finance industry.

6
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 20 years of experience in the finance industry.

7
Alex G. Hendrickson
CRD#: 6591455
44 Abele Road, Suite 400, Bridgeville, PA 15017

Alex Hendrickson (CRD# 6591455) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 8 years of experience in the finance industry.

8
Christopher M. Keller
CRD#: 3273986
44 Abele Road, Suite 400, Bridgeville, PA 15017

Christopher Keller (CRD# 3273986) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 24 years of experience in the finance industry.

9
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 19 years of experience in the finance industry.

10
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.

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