Unclaimed Profile

John Joseph Waldron

WALDRON PRIVATE WEALTH, LLC·BRIDGEVILLE, Pennsylvania

SIE, Series 6, Series 7, Series 22, Series 24, Series 26, Series 63, Series 6530 years registeredWALDRON PRIVATE WEALTH, LLC

44 ABELE ROAD, BRIDGEVILLE, PA 15017CRD# 1864267Firm CRD# 131063

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Joseph Waldron · BRIDGEVILLE, PA

Registration

CRD #1864267 · WALDRON PRIVATE WEALTH, LLC · 30 years registered

Brand Profile

Not yet started

Career History

WALDRON PRIVATE WEALTH

Oct 2004 – present

FRAGASSO FINANCIAL ADVISORS

Jan 2003 – Jan 2013

BRIDGEVILLE, PA

LPL FINANCIAL LLC

Aug 1995 – Mar 2013

BRIDGEVILLE, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 24

Series 26

Series 63

Series 65

Registration record

First registered · August 31, 1995

Years registered · 30

Disclosure History

2009Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

WALDRON PRIVATE WEALTH, LLC

CRD 131063 · SEC 801-77628

AUM

$4.1B

Regulatory assets under management

Employees

3,017 client accounts

Services offered by WALDRON PRIVATE WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WALDRON PRIVATE WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does John Joseph Waldron offer?

John Joseph Waldron specializes in Financial Planning, Investment Management. Contact their office in BRIDGEVILLE, Pennsylvania for a consultation.

What are John Joseph Waldron's credentials?

John Joseph Waldron is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Joseph Waldron located?

John Joseph Waldron is based in BRIDGEVILLE, Pennsylvania, working with WALDRON PRIVATE WEALTH, LLC. Their office serves clients in the BRIDGEVILLE metropolitan area and surrounding communities.

How does John Joseph Waldron charge for services?

John Joseph Waldron's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WALDRON PRIVATE WEALTH, LLC?

WALDRON PRIVATE WEALTH, LLC has approximately 67 employees and manages $4.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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