Patrick
Ellsworth
Waldron Private Wealth
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About this Advisor
Patrick Ellsworth is a financial advisor based in Bridgeville, Pennsylvania, working with Waldron Private Wealth. Patrick has previously held positions at The Vanguard Group, Inc, Ollie'S Pizza, Pennsylvania State University, Purshe Kaplan Sterling Investments, Hbks Wealth Advisors, and Waldron Private Wealth, LLC. Patrick has passed the Series 63 regulatory exam and is registered to provide services in Pennsylvania and Texas. Currently, Patrick is part of Waldron Private Wealth, which operates out of Bridgeville, Pennsylvania. The firm has 2 offices and 67 employees. The firm manages assets totaling $4.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Waldron Private Wealth includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Waldron Private Wealth Brokerage Details
$4,065,965,177
67
3,017
$1,347,685
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Patrick Ellsworth Work History
Waldron Private Wealth, LLC
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
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
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