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Casey John Robinson

Waldron Private Wealth

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About Casey John Robinson

Casey Robinson is a financial advisor with Waldron Private Wealth, located in Bridgeville, Pennsylvania. Casey has been in the financial industry for over 10 years and holds both Series 6 and 7 licenses as well as a Series 63 and 65. Casey is a Certified Financial Planner and specializes in Financial Planning, Insurance Planning, and Portfolio Management for Individuals.

Firm Information

Casey Robinson is currently registered with Waldron Private Wealth. Waldron Private Wealth, located in BRIDGEVILLE, PA, is an investment advisory firm that provides a range of services, including financial planning, insurance planning, and portfolio management for individuals and businesses. The firm has a strong focus on serving high-net-worth individuals and manages over $4 billion in assets. They are registered with the SEC under the number 801-77628.
Waldron Private Wealth

44 ABELE ROAD

BRIDGEVILLE, PA 15017

$4.07B

Assets Under Management

Not reported

Total Clients

39

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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insurance planning

Insurance planning

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Casey Robinson’s Registration & Firm History

PA

07/25/2014 - Present

Waldron Private Wealth (BRIDGEVILLE PA)

PA

06/30/2014 - 01/02/2015

PURSHE KAPLAN STERLING INVESTMENTS (BRIDGEVILLE PA)

PA

07/16/2010 - 06/11/2014

PNC INVESTMENTS (PITTSBURGH PA)

PA

03/25/2009 - 06/01/2010

METLIFE SECURITIES INC. (PITTSBURGH PA)

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Licenses & Designations

IA

Issued 06/02/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/01/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2015

SIE - Securities Industry Essentials Examination

BC

Issued 08/08/2011

Series 7 - General Securities Representative Examination

BC

Issued 03/24/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Casey John Robinson.
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