linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew Alan Helfrich

Waldron Private Wealth

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Matthew? Claim Your Profile

About Matthew Alan Helfrich

Matthew Helfrich is a financial advisor at Waldron Private Wealth with over 20 years of experience in the industry. Matthew is a Certified Financial Planner™ professional and holds the Series 7, Series 24, and Series 66 licenses. Matthew has previously worked at PURSHE KAPLAN STERLING INVESTMENTS and LPL FINANCIAL LLC. Matthew's areas of expertise include financial planning and insurance planning. Matthew works with a variety of clients, including high-net-worth individuals, families, and businesses. Matthew is committed to providing his clients with personalized financial advice that is tailored to their individual needs.

Firm Information

Matthew Helfrich 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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

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

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Matthew Helfrich’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

08/05/2003 - 03/13/2013

LPL FINANCIAL LLC (BRIDGEVILLE PA)

Not sure if Matthew Alan Helfrich is right for you?

Licenses & Designations

BOTH

Issued 10/23/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/22/2006

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2015

SIE - Securities Industry Essentials Examination

BC

Issued 08/04/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Alan Helfrich.
Not sure if Matthew Alan Helfrich is right for you?