Lindsay Wilcox

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

• 02/2016 → 06/2017
  Federated Investors
  Pittsburgh, PA
• 10/2019 → 05/2020
  Ubs Financial Services Inc.
  Canonsburg, PA
• 11/2016 → 01/2024
  Pure Barre Peters Township
  Canonsburg, PA
• 05/2020 → 05/2021
  Wells Fargo Clearing Services, Llc
  Canonsburg, PA
• 06/2021 → 10/2022
  Waldron Private Wealth, Llc
  Bridgeville, PA
• 10/2022 → 10/2023
  Waldron Private Wealth, Llc
  Bridgeville, PA
• 10/2023 → Present
  Waldron Private Wealth, Llc
  Bridgeville, PA

Previous Registrations

• 2020-05-15 → 2021-05-10
  Wells Fargo Clearing Services, Llc
  Canonsburg, PA
• 2020-02-07 → 2020-05-26
  Ubs Financial Services Inc.
  Canonsburg, PA

Other Businesses

1) Insurance agent; investment related, 44 Abele Rd, Suite 400, Bridgeville, PA 15017; started 02/2023; approximately 1-2 hours per month during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2020-02-07

Designations

• Certified Financial Planner
• Chartered Financial Consultant