John Waldron
John Waldron is a registered investment advisor at Waldron Private Wealth, based in Bridgeville, PA, with 37 years of industry experience. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 455 clients with $4.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Waldron Private Wealth charges an annual investment management fee that varies up to 1.50% of the total value of your portfolio. The fee is based on factors like the amount of assets managed, the complexity of the engagement, and the scope of services. Clients may pay different fees for similar services, and other advisors may offer lower fees.
Location
44 Abele Road, Suite 400, Bridgeville, PA, 15017
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Regulatory History (1)
Customer Dispute
July 2009Other Business ActivitiesSells Insurance
John is a director of a real estate holding company (SBM Real Estate) since 2005, spending minimal time. He is also a manager and investor in real estate for rental and resale (SBM Holdings, LLC) since 2014, dedicating minimal time, and a board member/advisor for Longeviti Neuro Solutions, spending minimal time. Finally, he has been an insurance agent since 1988, dedicating a few hours per week.
Employment History
Current Registrations
Waldron Private Wealth
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Fragasso Financial Advisors
LPL Financial LLC
LPL Financial LLCBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.