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Lindsay Wilcox

Waldron Private Wealth

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About Lindsay Wilcox

Lindsay Wilcox is an investment advisor representative at Waldron Private Wealth. Lindsay is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT®. Lindsay Wilcox has over 8 years of experience in the financial services industry. Lindsay Wilcox's previous experience includes roles at UBS Financial Services Inc. and Wells Fargo Clearing Services, LLC. Lindsay Wilcox has also served as owner and operator of Pure Barre Peters Township. Lindsay Wilcox holds the Series 66, Series 7 and SIE licenses. Lindsay Wilcox is registered with the state of Pennsylvania and Texas. Lindsay Wilcox specializes in providing financial planning, portfolio management and insurance planning to individual clients.

Firm Information

Lindsay Wilcox 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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Lindsay Wilcox’s Registration & Firm History

PA

10/10/2024 - Present

Waldron Private Wealth (BRIDGEVILLE PA)

PA

05/15/2020 - 05/10/2021

WELLS FARGO CLEARING SERVICES, LLC (CANONSBURG PA)

PA

01/10/2020 - 05/26/2020

UBS FINANCIAL SERVICES INC. (CANONSBURG PA)

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Licenses & Designations

BOTH

Issued 02/07/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/10/2020

Series 7TO - General Securities Representative Examination

BC

Issued 11/18/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lindsay Wilcox.
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