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Mary Elizabeth Keegan

WALDRON PRIVATE WEALTH, LLC·BRIDGEVILLE, Pennsylvania
Clean record7 years registeredWALDRON PRIVATE WEALTH, LLC
44 ABELE ROAD, BRIDGEVILLE, PA 15017CRD# 7058741Firm CRD# 131063

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mary Elizabeth Keegan · BRIDGEVILLE, PA
Registration
CRD #7058741 · WALDRON PRIVATE WEALTH, LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

WALDRON PRIVATE WEALTH
Oct 2022 – present
AQUINAS WEALTH ADVISORS
Nov 2021 – Sep 2022
PITTSBURGH, PA
MFA WEALTH ADVISORS, LLC
Jan 2019 – Sep 2022
PITTSBURGH, PA
02

Registrations & Exams

Registration record
First registered · January 3, 2019
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WALDRON PRIVATE WEALTH, LLC
CRD 131063 · SEC 801-77628
AUM
$4.1B
Regulatory assets under management
Employees
67
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 →
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05

Frequently Asked Questions

What services does Mary Elizabeth Keegan offer?
Mary Elizabeth Keegan specializes in Financial Planning, Investment Management. Contact their office in BRIDGEVILLE, Pennsylvania for a consultation.
What are Mary Elizabeth Keegan's credentials?
Mary Elizabeth Keegan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mary Elizabeth Keegan located?
Mary Elizabeth Keegan 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 Mary Elizabeth Keegan charge for services?
Mary Elizabeth Keegan'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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Other Advisors at WALDRON PRIVATE WEALTH, LLC

Matthew Alan Helfrich
BRIDGEVILLE, PA
CFP
John Joseph Waldron
BRIDGEVILLE, PA
Benjamin Michael Greenfeld
BRIDGEVILLE, PA
Robert H. Wyche
BRIDGEVILLE, PA
Michael Edward Krol
BRIDGEVILLE, PA

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Nearby cities in Pennsylvania
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Research
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