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Eric Christopher Vogt

Waldron Private Wealth

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About Eric Christopher Vogt

Eric Christopher Vogt is a financial advisor with Waldron Private Wealth. Eric has been in the industry since 2006. He is licensed to provide investment advice in Pennsylvania and Texas. Eric holds the Series 7 and Series 66 licenses as well as the SIE exam and has the Certified Financial Planner designation. Eric's areas of expertise include Financial Planning, Insurance Planning, and Portfolio Management. He is also a member of LOBO ONE LLC, an angel investing group that invests in start-up companies.

Firm Information

Eric Vogt 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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Eric Vogt’s Registration & Firm History

PA

02/07/2023 - Present

Waldron Private Wealth (BRIDGEVILLE PA)

PA

03/01/2013 - 01/02/2015

PURSHE KAPLAN STERLING INVESTMENTS (BRIDGEVILLE PA)

PA

04/20/2007 - 03/13/2013

LPL FINANCIAL LLC (BRIDGEVILLE PA)

PA

10/04/2006 - 02/15/2007

COMMONWEALTH FINANCIAL NETWORK (PITTSBURGH PA)

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Licenses & Designations

BOTH

Issued 11/15/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2015

SIE - Securities Industry Essentials Examination

BC

Issued 10/03/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Christopher Vogt.
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