CC
CFP
CC
CFP

Chase D Conti

12 Years of Experience
May Earn CommissionSells Insurance
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 ActivitiesSells Insurance

Chase works as an insurance agent since 2019, spending minimal time on this activity. This activity is investment-related.

Employment History
Current Registrations
Waldron Private Wealth
August 2015 - Present · 10 yrs 6 mos
Previous Registrations
Legend Financial Advisors INC
August 2011 - July 2013 · 1 yr 11 mos
Emergingwealth Investment Management, INC.
August 2011 - July 2013 · 1 yr 11 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.
Chase D Conti - Financial Advisor | TrueAdvisor