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Matthew Alan Helfrich

WALDRON PRIVATE WEALTH, LLC·BRIDGEVILLE, Pennsylvania
SIE, Series 7, Series 24, Series 66CFPClean record21 years registeredWALDRON PRIVATE WEALTH, LLC
44 ABELE ROAD, BRIDGEVILLE, PA 15017CRD# 4344282Firm CRD# 131063

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Alan Helfrich · BRIDGEVILLE, PA
Registration
CRD #4344282 · WALDRON PRIVATE WEALTH, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

WALDRON PRIVATE WEALTH
Oct 2004 – present
LPL FINANCIAL LLC
Jul 2010 – Mar 2013
BRIDGEVILLE, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · October 29, 2004
Years registered · 21
Professional designation · CFP
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 Matthew Alan Helfrich offer?
Matthew Alan Helfrich specializes in Financial Planning, Investment Management. Contact their office in BRIDGEVILLE, Pennsylvania for a consultation.
What are Matthew Alan Helfrich's credentials?
Matthew Alan Helfrich holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Matthew Alan Helfrich located?
Matthew Alan Helfrich 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 Matthew Alan Helfrich charge for services?
Matthew Alan Helfrich'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

John Joseph Waldron
BRIDGEVILLE, PA
Mary Elizabeth Keegan
BRIDGEVILLE, PA
Benjamin Michael Greenfeld
BRIDGEVILLE, PA
Robert H. Wyche
BRIDGEVILLE, PA
Michael Edward Krol
BRIDGEVILLE, PA

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