EV
CFP
EV
CFP

Eric Christopher Vogt

18 Years of Experience
May Earn Commission
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
41 advisors
Number of Clients
455 clients
Average Client Portfolio
$9.9M average
Assets Under Management
$4.5B

Fee Structure

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Location

44 Abele Road, Suite 400, Bridgeville, PA, 15017

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Eric is a board member of Estate Planning Counsel of Pittsburgh, dedicating minimal time. He is also a member of Lobo One LLC, an angel investing firm, spending a few hours per week investing in start-up companies.

Employment History
Current Registrations
Waldron Private Wealth
March 2008 - Present · 17 yrs 11 mos
Previous Registrations
LPL Financial LLC
April 2007 - March 2013 · 5 yrs 11 mos
State Registrations2 states
PATX
Advisor
Exams
No exam information available for this advisor.