John
Waldron

Waldron Private Wealth

CRD#1864267
Investment Advisor
in Bridgeville, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

John Waldron is a financial advisor who works in Bridgeville, Pennsylvania with a total of 19 years of relevant experience. Waldron works at Waldron Private Wealth. Throughout their career, they have worked at Purshe Kaplan Sterling Investments and Waldron Private Wealth. Waldron has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Pennsylvania. Waldron Private Wealth is a business headquartered in Bridgeville, PA. The investment advisory business has offices in two locations and a total of 58 advisors. It oversees $4 billion in assets between its 2,699 accounts, making it one of the largest firms in the United States by assets under management. Of its 2,699 client accounts, 73% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Waldron Private Wealth provides a diverse assortment 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 depend on which services the firm provides the client. However, fee types billed by Waldron Private Wealth can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

19 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

44 Abele Road Suite 400
Bridgeville, PA 15017

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Waldron Private Wealth Brokerage Details

Total Assets Under Management

$3,569,485,533

PA Average: $15,833,994,310
Total Number of Employees

58

PA Average: 41
Total Number of Accounts

2,699

PA Average: 3,342
Average Account Size

$1,322,522

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

John Waldron Work History

John has been registered as a financial advisor for 19 years.*

1995 - Present (29 years)

Waldron Private Wealth

2013 - 2018 (5 years)

Purshe Kaplan Sterling Investments

*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 John Waldron 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

Samantha Spitzer
Bridgeville, PA
Kaleigh Price
Bridgeville, PA
Jack Knapton
Bridgeville, PA
Nicholas Koury
Bridgeville, PA
Bryan Waldron
Bridgeville, PA
Benjamin Greenfeld
Bridgeville, PA
Nathaniel Ecoff
Bridgeville, PA
Nathan Freshwater
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started