Robert Wyche has been Member and Board of Managers Member of Waldron Private Wealth since January 2018, is a control person of the firm and directly owns under 5% of it. Robert Wyche holds a Business Administration degree from Campbell University, a Trust Management degree from Campbell University and a Master of Business Administration from the University of Pittsburgh, Joseph M. Katz Graduate School of Business.
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.
Robert H. Wyche is Partner and Managing Director of Waldron Private Wealth. He specializes in trust and estate planning, business and succession planning, and income tax planning. Before joining Waldron, he was a Senior Director of the Ultra-high Net Worth Wealth Management Team at BNY Mellon and a member of its Investment Strategy Committee.
- Waldron Private WealthCurrent– present · 11 yearsBridgeville, PA · Adviser representative · Firm CRD 131063
Professional designations
Listed by Waldron Private Wealth
- ATFA
Investment adviser representative registrations
Robert Wyche is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from July 2015; the most recent is Texas, in February 2023.
- PennsylvaniaSince 16 July 2015
- TexasResidentSince 10 February 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 July 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Robert H. Wyche
- CRD
- 6486897
- Firm
- Waldron Private Wealth · CRD 131063
- Role
- Member and Board of Managers Member
- Office
- 44 ABELE ROAD, SUITE 400, Bridgeville, PA 15017
- Registration
- Investment adviser registration
- In the industry since
- July 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- waldronprivatewealth.com
Where does Robert Wyche work?
Robert Wyche has been Member and Board of Managers Member of Waldron Private Wealth, LLC since January 2018, and is a control person of the firm.
Is Robert Wyche a financial advisor?
Yes. Robert Wyche has a current investment-adviser registration in Pennsylvania and Texas, through Waldron Private Wealth since July 2015.
How many years of experience does Robert Wyche have?
Robert Wyche has 11 years in the financial industry, since July 2015, across 1 adviser firm.
What exams has Robert Wyche passed?
Robert Wyche passed the Series 65 in July 2015.
Where is Robert Wyche based?
Robert Wyche’s registered office is in Bridgeville, PA.
Is Robert Wyche registered with FINRA?
No. Robert Wyche has no current broker registration.
How can I verify Robert Wyche’s record?
Search CRD 6486897 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Wyche’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
Matthew HelfrichCEO, Member, and Board of Managers Member