Best Investors Account Sign in
Inactive

Aidan Mills

Waldron Private Wealth

Bridgeville, PA

Wayne, PA

CRD 7958986

Claim This Profile
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:

Current Employers
Waldron Private Wealth

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-07-18
  • PA RA
    APPROVED
    Since 2024-07-18

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
Waldron Private Wealth, Llc Bridgeville PA 01/2023 07/2024
Waldron Private Wealth, Llc Wayne PA 07/2024 07/2025
Greater Latrobe Senior High School Latrobe PA 08/2014 06/2020
Greater Latrobe School District Latrobe PA 06/2018 08/2018
Parkhurst Dining Latrobe PA 06/2019 08/2019
Excela Health Latrobe Hospital Latrobe PA 02/2020 08/2022
Westmoreland County Community College Youngwood PA 08/2020 05/2022
La Roche University Pittsburgh PA 08/2022 05/2024
Waldron Private Wealth, Llc Wayne PA 07/2025 Present
  • 01/2023 → 07/2024
    Waldron Private Wealth, Llc
    Bridgeville, PA
  • 07/2024 → 07/2025
    Waldron Private Wealth, Llc
    Wayne, PA
  • 08/2014 → 06/2020
    Greater Latrobe Senior High School
    Latrobe, PA
  • 06/2018 → 08/2018
    Greater Latrobe School District
    Latrobe, PA
  • 06/2019 → 08/2019
    Parkhurst Dining
    Latrobe, PA
  • 02/2020 → 08/2022
    Excela Health Latrobe Hospital
    Latrobe, PA
  • 08/2020 → 05/2022
    Westmoreland County Community College
    Youngwood, PA
  • 08/2022 → 05/2024
    La Roche University
    Pittsburgh, PA
  • 07/2025 → Present
    Waldron Private Wealth, Llc
    Wayne, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-12
  • S65 Uniform Investment Adviser Law Examination
    2023-08-12
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Bridgeville, PA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor