Matthew Helfrich has been CEO, Member, and Board of Managers Member of Waldron Private Wealth since July 2008, is a control person of the firm and directly owns between 5% and 10% of it. Matthew Helfrich holds an Investment Management degree from Duquesne University and an Executive Financial Planning degree from Duquesne 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.
Matthew Helfrich is Partner and CEO of Waldron Private Wealth. Helfrich leads the firm's strategic vision, brand and value proposition, and overall culture. He previously served in several roles at Waldron, including Chief Investment Strategist and Chief Investment Officer.
Matthew Helfrich’s longest registration is the current one, 21 years at Waldron Private Wealth since 2004.
- LPL Financial LLC– · 2 yearsBridgeville, PA · Adviser representative · Firm CRD 6413
- Waldron Private WealthCurrent– present · 21 yearsBridgeville, PA · Adviser representative · Firm CRD 131063
Professional designations
Listed by Waldron Private Wealth
- CFP®
Investment adviser representative registrations
Matthew Helfrich 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 | 22 February 2006 |
| Series 66 | Uniform Combined State Law Examination | 23 October 2003 |
| Series 7 | General Securities Representative Examination | 4 August 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew Alan Helfrich
- CRD
- 4344282
- Firm
- Waldron Private Wealth · CRD 131063
- Role
- CEO, Member, and Board of Managers Member
- Office
- 44 ABELE ROAD, SUITE 400, Bridgeville, PA 15017
- Registration
- Investment adviser registration
- In the industry since
- October 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- waldronprivatewealth.com
Where does Matthew Helfrich work?
Matthew Helfrich has been CEO, Member, and Board of Managers Member of Waldron Private Wealth, LLC since July 2008, and is a control person of the firm.
Is Matthew Helfrich a financial advisor?
Yes. Matthew Helfrich has a current investment-adviser registration in Pennsylvania, through Waldron Private Wealth since October 2004.
How many years of experience does Matthew Helfrich have?
Matthew Helfrich has 21 years in the financial industry, since October 2004, across 2 adviser firms.
What exams has Matthew Helfrich passed?
Matthew Helfrich has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in August 2003. FINRA credited Matthew Helfrich with the SIE, which began in October 2018.
Where is Matthew Helfrich based?
Matthew Helfrich’s registered office is in Bridgeville, PA.
Is Matthew Helfrich registered with FINRA?
No. Matthew Helfrich has no current broker registration.
Is Matthew Helfrich a CFP?
Waldron Private Wealth lists Matthew Helfrich with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Matthew Helfrich biography, waldronprivatewealth.com
How can I verify Matthew Helfrich’s record?
Search CRD 4344282 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Helfrich’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
John WaldronManaging Member, Chairman of the Board of Managers
Robert WycheMember and Board of Managers Member