Alex Glenn Hendrickson

CFP

Waldron Private Wealth

9 Years of Experience

May Earn CommissionSells Insurance

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

Get directions

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.

Other Business ActivitiesSells Insurance

Alex is an insurance agent since May 2024. This activity requires minimal time and is investment-related.

Employment History

Current Registrations

Waldron Private Wealth

October 2020 - Present · 5 yrs 4 mos

Previous Registrations

Legend Financial Advisors INC

March 2016 - December 2020 · 4 yrs 9 mos

Emergingwealth Investment Management, INC.

February 2016 - December 2020 · 4 yrs 10 mos

State Registrations2 states

PATX

Advisor

Exams

No exam information available for this advisor.