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44 Abele Road Suite 400, Bridgeville, PA 15017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-10 |
| PA | RA | APPROVED | 2015-07-16 |
Branch Locations
44 Abele Road Suite 400, Bridgeville, PA 15017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waldron Private Wealth, Llc | Bridgeville | PA | 04/2015 | 01/2018 |
| Waldron Private Wealth, Llc | Bridgeville | PA | 01/2018 | 01/2023 |
| Waldron Private Wealth, Llc | Bridgeville | PA | 01/2023 | Present |
(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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-16 |
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