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John Waldron

Waldron Private Wealth
38 Years of Experience
Bridgeville, PA
1 DisclosureMay Earn CommissionSells Insurance
View SEC Summary
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John Waldron is a registered investment advisor at Waldron Private Wealth, based in Bridgeville, PA, with 38 years of industry experience. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 5 more. Their firm serves 517 clients with $5.5B in assets under management.

Waldron Private Wealth
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
517 clients
Average Client Portfolio
$10.6M average
Assets Under Management
$5.5B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Annual investment management fees vary up to 1.50% based on objective and subjective factors such as asset amount, advisement assets, complexity, and service scope. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

44 Abele Road, Suite 400, Bridgeville, PA, 15017

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2009
Settled
View Full SEC ReportHow to Read Disclosures
Other 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
October 2004 - Present · 22 yrs
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
March 2013 - December 2018 · 5 yrs 9 mos
Fragasso Financial Advisors
January 2003 - January 2013 · 10 yrs
LPL Financial LLC
August 1995 - March 2013 · 17 yrs 7 mos
LPL Financial LLCBroker
August 1995 - March 2013 · 17 yrs 7 mos
Equico Securities, INC.Broker
August 1988 - September 1995 · 7 yrs 1 mo
The Equitable Life Assurance Society of the United StatesBroker
August 1988 - September 1995 · 7 yrs 1 mo
State Registrations1 state
PA
Advisor

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.

Exams
No exam information available for this advisor.
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