Robert James Mainello

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

• 04/2019 → 04/2024
  Wells Fargo Bank
  Philadelphia, PA
• 05/2014 → 04/2019
  Sei Investments
  Oaks, PA
• 04/2022 → Present
  Waldron Private Wealth, Llc
  Bridgeville, PA

Other Businesses

TOP TEIR AUTHENTICS SPORTS MARKETING, LLC; NOT INVESTMENT RELATED; 347 WEST 5TH AVE, CONSHOHOCKEN, PA; SPORTS MARKETING; OWNER; START 04/03/2013; 4 HOURS PER MONTH; 0 HOURS DURING TRADING; ASSIST PROFESSIONAL ATHLETES TO SCHEDULE PAID PUBLIC APEARANCES AROUND THE PHILADELPHIA AREA.

Designations

• Certified Financial Planner

Other Names

• Bob Mainello
• Robert Mainello