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Inactive

Stephen Kajmo

Waldron Private Wealth

Bridgeville, PA

Wayne, PA

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Current Employers
Waldron Private Wealth

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-11-24
  • PA RA
    APPROVED
    Since 2025-11-24

Branch Locations

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

989 Old Eagle School Road Suite 810, Wayne, PA 19087 • 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
Hirtle Callaghan & Co West Conshohocken PA 04/2022 11/2025
Financial Independence Planning, Llc Conshohocken PA 11/2020 04/2022
Ascensus Dresher PA 07/2018 11/2020
Gmds, Llc Blue Bell PA 05/2017 09/2017
Township Of Lower Merion Ardmore PA 05/2016 09/2016
Temple University Philadelphia PA 09/2014 05/2018
Waldron Private Wealth Wayne PA 11/2025 Present
Unemployed Richboro PA 05/2018 07/2018
  • 04/2022 → 11/2025
    Hirtle Callaghan & Co
    West Conshohocken, PA
  • 11/2020 → 04/2022
    Financial Independence Planning, Llc
    Conshohocken, PA
  • 07/2018 → 11/2020
    Ascensus
    Dresher, PA
  • 05/2017 → 09/2017
    Gmds, Llc
    Blue Bell, PA
  • 05/2016 → 09/2016
    Township Of Lower Merion
    Ardmore, PA
  • 09/2014 → 05/2018
    Temple University
    Philadelphia, PA
  • 11/2025 → Present
    Waldron Private Wealth
    Wayne, PA
  • 05/2018 → 07/2018
    Unemployed
    Richboro, PA
Designations

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC
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AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
PNC WEALTH MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

Rosalind M Frazier
Alexandria Jackson
Nicholas E Theis
Bridget Jean MacPherson Fouse
Nicholas James Troha
NICHOLAS PATRICK SMUTNEY
Matthew Richard Sasala
Brandon Michael Spayd

Other Offices

LPL FINANCIAL LLC · BRIDGEVILLE, PA
CETERA INVESTMENT ADVISERS LLC · BRIDGEVILLE, PA
CETERA INVESTMENT ADVISERS LLC · BRIDGEVILLE, PA
ASSET ONE WEALTH MANAGEMENT, LLC · Bridgeville, PA
LPL FINANCIAL LLC · BRIDGEVILLE, PA
AMERIPRISE FINANCIAL SERVICES, LLC · BRIDGEVILLE, PA
J.P. MORGAN SECURITIES LLC · Bridgeville, PA
PNC WEALTH MANAGEMENT LLC · BRIDGEVILLE, PA

More in Bridgeville, PA

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