John Waldron has been Managing Member, Chairman of the Board of Managers of Waldron Private Wealth since January 2018, is a control person of the firm and directly owns under 5% of it. John Waldron studied at Robert Morris University.
Waldron Private Wealth, LLC is a Bridgeville, PA firm with $5.5B under management, 517 clients and 47 advisers across 4 offices, as of its October 2026 filing.
John J. Waldron is Founder and Executive Chairman of Waldron Private Wealth. He founded the firm in 1995. Earlier, he began a public accounting career at Price Waterhouse in Miami and joined Deloitte in Pittsburgh in 1986, where he was part of a 14-person national executive financial planning practice.
John Waldron’s longest registration is the current one, 21 years at Waldron Private Wealth since 2004. Before joining Waldron Private Wealth in 2004, John Waldron was registered through Fragasso Financial Advisors and LPL Financial LLC.
- Waldron Private WealthCurrent– present · 21 yearsBridgeville, PA · Adviser representative · Firm CRD 131063
- Fragasso Financial Advisors– · 9 yearsBridgeville, PA · Adviser representative · Firm CRD 123255
- LPL Financial LLC– · 17 yearsBridgeville, PA · Adviser representative · Firm CRD 6413
Investment adviser representative registrations
John Waldron is registered as an investment adviser representative in Pennsylvania, since October 2004.
- PennsylvaniaSince 29 October 2004
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 20 November 1997 |
| Series 7 | General Securities Representative Examination | 5 November 1997 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 22 November 1995 |
| Series 65 | Uniform Investment Adviser Law Examination | 17 October 1995 |
| Series 22 | Direct Participation Programs Representative Examination | 27 April 1989 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 August 1988 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 3 August 1988 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Direct Participation Programs Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- John Joseph Waldron
- CRD
- 1864267
- Firm
- Waldron Private Wealth · CRD 131063
- Role
- Managing Member, Chairman of the Board of Managers
- Office
- 44 ABELE ROAD, SUITE 400, Bridgeville, PA 15017
- Registration
- Investment adviser registration
- In the industry since
- August 1988
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- waldronprivatewealth.com
Where does John Waldron work?
John Waldron has been Managing Member, Chairman of the Board of Managers of Waldron Private Wealth, LLC since January 2018, and is a control person of the firm.
Is John Waldron a financial advisor?
Yes. John Waldron has a current investment-adviser registration in Pennsylvania, through Waldron Private Wealth since October 2004.
How many years of experience does John Waldron have?
John Waldron has 38 years in the financial industry, since August 1988, across 3 adviser firms.
What exams has John Waldron passed?
John Waldron has passed 7 licensing exams: the Series 63, Series 6, Series 22, Series 65, Series 26, Series 7 and Series 24. The earliest, the Series 63, was passed in August 1988. FINRA credited John Waldron with the SIE, which began in October 2018.
Where is John Waldron based?
John Waldron’s registered office is in Bridgeville, PA.
Is John Waldron registered with FINRA?
No. John Waldron has no current broker registration.
How can I verify John Waldron’s record?
Search CRD 1864267 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Waldron’s full registration record.
Mary KeeganChief Compliance Officer
Ryan FortierMember and Board of Managers Member
Benjamin GreenfeldChief Investment Officer, Member, and Board of Managers Member
Michael KrolMember
Carmen PalmieriMember
Robert WycheMember and Board of Managers Member
Matthew HelfrichCEO, Member, and Board of Managers Member