AS
CFP
AS
CFP

Ali Cheri Swart

15 Years of Experience
May Earn Commission
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 Activities

Ali is a board member of the Financial Planning Association, a membership organization for financial planning professionals. This requires a few hours per week, with minimal time during securities trading hours.

Employment History
Current Registrations
Waldron Private Wealth
February 2018 - Present · 8 yrs
Previous Registrations
Strategic Advisers, INC.
July 2011 - February 2018 · 6 yrs 7 mos
Fidelity Brokerage Services LLCBroker
November 2010 - February 2018 · 7 yrs 3 mos
Northwestern Mutual Investment Services, LLCBroker
September 2010 - September 2010 · 0 mos
State Registrations2 states
PATX
Advisor
Exams
No exam information available for this advisor.