Robert H. Wyche

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

• 04/2015 → 01/2018
  Waldron Private Wealth, Llc
  Bridgeville, PA
• 01/2018 → 01/2023
  Waldron Private Wealth, Llc
  Bridgeville, PA
• 01/2023 → Present
  Waldron Private Wealth, Llc
  Bridgeville, PA

Other Businesses

(1) ROBERT WYCHE AS TRUSTEE; INVESTMENT RELATED; 44 ABELE RD, STE 400, BRIDGEVILLE, PA 15017; SERVING AS CO-TRUSTEE; STARTED 11/2015; 5-10 HRS PER MONTH, LESS THAN 1 DURING TRADING; SERVE AS CO-TRUSTEE W/ CLIENT ON TRUSTS FOR THEIR BENEFIT; (2) STERN ASSET MANAGEMENT; INVESTMENT-RELATED; 67 HOOVER AVE, DU BOIS, PA 15801; BOARD MEMBER; STARTED 9/2024; LESS THAN 1 HOUR PER MONTH DURING SECURITIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-07-16