Mary Keegan has been Chief Compliance Officer of Waldron Private Wealth since January 2024, is not listed as a control person, but directly owns under 5% of the firm. Mary Keegan holds a Juris Doctor from Syracuse College of Law, a Master of Science from Syracuse University School of Education and a Bachelor of Arts in Communication from SUNY Geneseo.
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.
Mary Keegan is Chief Compliance Officer of Waldron Private Wealth, based in Pittsburgh. Keegan manages the firm's legal activities and compliance program. Before joining Waldron Private Wealth, Keegan was chief compliance officer and chief counsel for a regional investment adviser.
Mary Keegan’s longest registration is the current one, 4 years at Waldron Private Wealth since 2022. Before joining Waldron Private Wealth in 2022, Mary Keegan was registered through Aquinas Wealth Advisors and Mfa Wealth Advisors, LLC.
- Waldron Private WealthCurrent– present · 4 yearsBridgeville, PA · Adviser representative · Firm CRD 131063
- Aquinas Wealth Advisors– · under a yearPittsburgh, PA · Adviser representative · Firm CRD 316221
- Mfa Wealth Advisors, LLC– · 3 yearsPittsburgh, PA · Adviser representative · Firm CRD 171984
Professional designations
Listed by Waldron Private Wealth
- IACCP®
Investment adviser representative registrations
Mary Keegan is registered as an investment adviser representative in Pennsylvania, since October 2022.
- PennsylvaniaSince 20 October 2022
Examinations
No examinations are on Mary Keegan’s record.
- Full name
- Mary Elizabeth Keegan
- CRD
- 7058741
- Firm
- Waldron Private Wealth · CRD 131063
- Role
- Chief Compliance Officer
- Office
- 44 ABELE ROAD, SUITE 400, Bridgeville, PA 15017
- Registration
- Investment adviser registration
- In the industry since
- January 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- waldronprivatewealth.com
Where does Mary Keegan work?
Mary Keegan has been Chief Compliance Officer of Waldron Private Wealth, LLC since January 2024.
Is Mary Keegan a financial advisor?
Yes. Mary Keegan has a current investment-adviser registration in Pennsylvania, through Waldron Private Wealth since October 2022.
How many years of experience does Mary Keegan have?
Mary Keegan has 7 years in the financial industry, since January 2019, across 3 adviser firms.
Where did Mary Keegan work before Waldron Private Wealth?
Before Waldron Private Wealth, Mary Keegan was registered through Aquinas Wealth Advisors, November 2021 to September 2022; Mfa Wealth Advisors, LLC, January 2019 to September 2022.
Where is Mary Keegan based?
Mary Keegan’s registered office is in Bridgeville, PA.
Is Mary Keegan registered with FINRA?
No. Mary Keegan has no current broker registration.
How can I verify Mary Keegan’s record?
Search CRD 7058741 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mary Keegan’s full registration record.
Ryan FortierMember and Board of Managers Member
Benjamin GreenfeldChief Investment Officer, Member, and Board of Managers Member
Michael KrolMember
Carmen PalmieriMember
John WaldronManaging Member, Chairman of the Board of Managers
Robert WycheMember and Board of Managers Member
Matthew HelfrichCEO, Member, and Board of Managers Member