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Inactive

Mary Elizabeth Keegan

Waldron Private Wealth

Bridgeville, 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 2022-10-20
  • PA RA
    APPROVED
    Since 2022-10-20

Branch Locations

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
Mfa Wealth Advisors, Llc Pittsburgh PA 07/2018 09/2022
Hardin Compliance Consulting Llc Wexford PA 03/2014 07/2018
Mfa Wealth Advisors, Llc Pittsburgh PA 03/2019 09/2022
Moralis Technologies, Llc Pittsburgh PA 10/2021 09/2022
Waldron Private Wealth, Llc Bridgeville PA 10/2022 12/2023
Waldron Private Wealth, Llc Bridgeville PA 01/2024 Present
  • 07/2018 → 09/2022
    Mfa Wealth Advisors, Llc
    Pittsburgh, PA
  • 03/2014 → 07/2018
    Hardin Compliance Consulting Llc
    Wexford, PA
  • 03/2019 → 09/2022
    Mfa Wealth Advisors, Llc
    Pittsburgh, PA
  • 10/2021 → 09/2022
    Moralis Technologies, Llc
    Pittsburgh, PA
  • 10/2022 → 12/2023
    Waldron Private Wealth, Llc
    Bridgeville, PA
  • 01/2024 → Present
    Waldron Private Wealth, Llc
    Bridgeville, PA
Previous Registrations
Other Names
  • Mary Elizabeth Bertlesman

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
ASSET ONE WEALTH MANAGEMENT, LLC
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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