Casey John Robinson

CFP

Waldron Private Wealth

14 Years of Experience

May Earn Commission

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningBusiness OwnersHigh Net Worth

Waldron Private Wealth

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

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.

Employment History

Current Registrations

Waldron Private Wealth

July 2014 - Present · 11 yrs 7 mos

Previous Registrations

PNC Investments

June 2011 - June 2014 · 3 yrs

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.