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William Brett Rees

Waldron Private Wealth

Washington, DC

Bridgeville, PA

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Current Employers
Waldron Private Wealth

44 Abele Road Suite 400, Bridgeville, PA 15017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-18
DC RA APPROVED 2025-05-13
PA RA APPROVED 2024-10-08
  • TX RA
    APPROVED
    Since 2025-11-18
  • DC RA
    APPROVED
    Since 2025-05-13
  • PA RA
    APPROVED
    Since 2024-10-08

Branch Locations

1307 New York Ave Nw 5Th Floor, Washington, DC 20005 • United States

44 Abele Road Suite 400, Bridgeville, PA 15017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northern Trust Securities, Inc. Sarasota FL 12/2002 06/2023
Northern Trust Bank Sarasota FL 09/1997 06/2023
Waldron Prviate Wealth, Llc Bridgeville PA 03/2024 Present
Unemployed Washington DC 06/2023 03/2024
  • 12/2002 → 06/2023
    Northern Trust Securities, Inc.
    Sarasota, FL
  • 09/1997 → 06/2023
    Northern Trust Bank
    Sarasota, FL
  • 03/2024 → Present
    Waldron Prviate Wealth, Llc
    Bridgeville, PA
  • 06/2023 → 03/2024
    Unemployed
    Washington, DC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-08
  • S65 Uniform Investment Adviser Law Examination
    2024-10-08

View on SEC IAPD

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