KS
CFP
KS
CFP

Kevin Michael Searfoss

20 Years of Experience
May Earn CommissionSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
41 advisors
Number of Clients
455 clients
Average Client Portfolio
$9.9M average
Assets Under Management
$4.5B

Fee Structure

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Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Kevin is a football referee, dedicating about 10-20% of his time to this non-investment related activity. He is also a member of LoBo One LLC, an angel investing firm, spending minimal time on this. Finally, Kevin is an insurance agent, spending minimal time on this activity.

Employment History
Current Registrations
Waldron Private Wealth
December 2004 - Present · 21 yrs 2 mos
State Registrations2 states
PATX
Advisor
Exams
No exam information available for this advisor.