TrueAdvisor
TrueAdvisor
CK
CFP
CK
CFP

Christopher Mark Keller

Waldron Private Wealth
26 Years of Experience
May Earn Commission
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningBusiness OwnersHigh Net Worth
Waldron Private Wealth
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

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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Employment History
Current Registrations
Waldron Private Wealth
November 2011 - Present · 14 yrs 3 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
March 2013 - December 2018 · 5 yrs 9 mos
LPL Financial LLCBroker
March 2011 - March 2013 · 2 yrs
LPL Financial LLC
March 2011 - March 2013 · 2 yrs
Selker Advisors
January 2007 - November 2011 · 4 yrs 10 mos
Selker Advisors
March 2005 - December 2006 · 1 yr 9 mos
Selker Advisors
February 2003 - December 2004 · 1 yr 10 mos
Raymond James Financial Services, INC.Broker
August 1999 - March 2011 · 11 yrs 7 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.