Kaleigh Ann Price

Employer firm

Waldron Private Wealth CRD 131063

$5.50B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers
• INSURANCE PLANNING; SUBADVISER FOR PPLI

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → 07/2022
  Lincoln Investment Llc
  Fort Washington, PA
• 08/2014 → 05/2018
  Fox School Of Business, Temple University
  Pittsburgh, PA
• 07/2022 → 12/2022
  Waldron Private Wealth, Llc
  Bridgeville, PA
• 12/2022 → 10/2024
  Waldron Private Wealth, Llc
  Bridgeville, PA
• 10/2024 → Present
  Waldron Private Wealth, Llc
  Bridgeville, PA

Previous Registrations

• 2019-01-03 → 2022-06-24
  Lincoln Investment
  Fort Washington, PA
  Wexford, PA
• 2020-01-03 → 2022-06-24
  Capital Analysts
  Sewickley, PA

Other Businesses

Independent Insurance Agent; not investment-related; started 2/2019; approximately 1 hour per month, 1 hour during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2018-10-05

Designations

• Certified Financial Planner

Other Names

• Kaleigh A. Price