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Christopher Mark Keller

Waldron Private Wealth

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About Christopher Mark Keller

Christopher Keller is an active Investment Advisor Representative at Waldron Private Wealth. Christopher has been in the industry since 1999 and has a wealth of experience in providing financial planning and portfolio management for individuals. Christopher is also a Certified Financial Planner.

Firm Information

Christopher Keller 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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Christopher Keller’s Registration & Firm History

PA

11/17/2011 - Present

Waldron Private Wealth (BRIDGEVILLE PA)

PA

03/01/2013 - 12/31/2018

PURSHE KAPLAN STERLING INVESTMENTS (BRIDGEVILLE PA)

PA

03/18/2011 - 03/13/2013

LPL FINANCIAL LLC (BRIDGEVILLE PA)

PA

08/12/1999 - 03/21/2011

RAYMOND JAMES FINANCIAL SERVICES, INC. (CANONSBURG PA)

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Licenses & Designations

IA

Issued 12/10/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/21/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/10/2005

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 11/19/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Mark Keller.
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