Mary
Keegan
Waldron Private Wealth
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About this Advisor
Mary Keegan is a financial advisor operating in Bridgeville, Pennsylvania with 1 year of relevant experience. Keegan works at Waldron Private Wealth. Over the course of their career, Keegan has held roles at Mfa Wealth Advisors, LLC, Hardin Compliance Consulting LLC, Syracuse University College Of Law, Moralis Technologies, LLC and Waldron Private Wealth, LLC. Keegan is approved to serve investors in Pennsylvania. Waldron Private Wealth is a financial advisory business headquartered in Bridgeville, PA. The firm has offices in two locations and a total of 58 employees. It handles $4 billion in total assets between its 2,699 customer accounts, placing it among the biggest investment advisory 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 greater than $1 million in assets available to invest. Waldron Private Wealth has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advice typically are based on which services are provided. Fee types charged by Waldron Private Wealth may include asset-based, hourly, fixed and commission-based fees.
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
Mary Keegan Work History
Mary has been registered as a financial advisor for 1 years.*
Waldron Private Wealth, LLC
Moralis Technologies, LLC
Mfa Wealth Advisors, LLC
Mfa Wealth Advisors, LLC
Hardin Compliance Consulting LLC
Syracuse University College Of Law
*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 Mary Keegan 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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