CP
CFA
CP
CFA

Carmen Joseph Palmieri

10 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

Carmen owns rental property, dedicating minimal time to its maintenance. She is also an insurance agent since 2021, spending minimal time on this activity.

Employment History
Current Registrations
Waldron Private Wealth
September 2015 - Present · 10 yrs 5 mos
State Registrations2 states
PATX
Advisor
Exams
No exam information available for this advisor.