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Patrick Cortazzo

Waldron Private Wealth

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About Patrick Cortazzo

Patrick Cortazzo is an investment advisor representative at Waldron Private Wealth in BRIDGEVILLE, PA. Patrick Cortazzo has been a registered investment advisor for 4 years and has passed the Uniform Investment Adviser Law Examination. Patrick Cortazzo also holds the Certified Financial Planner and Chartered Financial Consultant designations. In addition to his work as an investment advisor, Patrick Cortazzo also works as an independent insurance agent. Patrick Cortazzo has been in the industry for 7 years, and has worked at several other firms, including Treloar & Heisel Wealth Management, BNY Mellon, and Saint Vincent College. Patrick Cortazzo specializes in portfolio management for individuals, selection of other advisers, and insurance planning.

Firm Information

Patrick Cortazzo 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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Patrick Cortazzo’s Registration & Firm History

PA

05/27/2022 - Present

Waldron Private Wealth (BRIDGEVILLE PA)

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Licenses & Designations

IA

Issued 02/16/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick Cortazzo.
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