Patrick
Ellsworth
Waldron Private Wealth
Answer a few questions and
get matched with an advisor.
About this Advisor
Patrick Ellsworth is a chartered financial analyst operating in Bridgeville, Pennsylvania with 1 year of relevant experience. Ellsworth is on the advisory team at Waldron Private Wealth. The advisor has gained experience at The Vanguard Group, Inc, Ollie'S Pizza, Giant Eagle, Pennsylvania State University, Peters Township High School, Purshe Kaplan Sterling Investments, Hbks Wealth Advisors and Waldron Private Wealth, LLC. Ellsworth holds a Series 63 license, certifying them as a securities agent, and is approved to work in Pennsylvania and Texas. Waldron Private Wealth is a financial advisory company operating out of Bridgeville, PA. The company has offices in two locations and a total of 58 advisors. It oversees $4 billion in total assets across its 2,699 customer accounts, placing it among the largest firms in the United States by assets under management. Of its 2,699 customer accounts, 73% are held by high-net-worth clients who have at least $1 million in assets. Waldron Private Wealth provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management depend on which services the firm provides the client. However, fees charged by Waldron Private Wealth can include some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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
$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
Patrick Ellsworth Work History
Patrick has been registered as a financial advisor for 1 years.*
Waldron Private Wealth, LLC
Waldron Private Wealth, LLC
Purshe Kaplan Sterling Investments
Hbks Wealth Advisors
The Vanguard Group, Inc
Ollie'S Pizza
Pennsylvania State University
Giant Eagle
Peters Township High School
*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 Patrick Ellsworth 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.
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.
