Casey
Robinson
Waldron Private Wealth
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About this Advisor
Casey Robinson is a certified financial planner working out of Bridgeville, Pennsylvania who has 9 years of relevant experience. Robinson is an employee of Waldron Private Wealth. Their career trajectory has included roles at Pnc Investments LLC, Purshe Kaplan Sterling Investments and Waldron Private Wealth, LLC. Robinson holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Pennsylvania. Waldron Private Wealth is a business that has its headquarters in Bridgeville, PA. The company has offices in two locations and a total of 58 financial advisors. It handles $4 billion in total assets among its 2,699 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. Of its 2,699 client accounts, 73% belong to high-net-worth investors who have greater than $1 million in investable assets. Waldron Private Wealth performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors usually are based on which services the firm provides the client. Fees billed by Waldron Private Wealth likely include some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Waldron Private Wealth Brokerage Details
$3,569,485,533
58
2,699
$1,322,522
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Casey Robinson Work History
Casey has been registered as a financial advisor for 9 years.*
Waldron Private Wealth, LLC
Waldron Private Wealth, LLC
Purshe Kaplan Sterling Investments
Pnc Investments LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Casey Robinson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Waldron Private Wealth
Bridgeville, PA
Bridgeville, PA
Bridgeville, PA
Bridgeville, PA
Bridgeville, PA
Bridgeville, PA
Bridgeville, PA
Bridgeville, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
