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Spencer Owen McKee

Waldron Private Wealth

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About Spencer Owen McKee

Spencer McKee is a financial advisor currently registered with Waldron Private Wealth, LLC. Spencer has been a financial advisor for over two years, and holds the Series 65 license. Spencer earned the Certified Financial Planner designation. Spencer McKee's background includes positions at Somerset Trust Company, Saint Vincent College and Blairsville High School. Spencer provides financial planning services, insurance planning, and portfolio management services to individuals and businesses.

Firm Information

Spencer McKee 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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Spencer McKee’s Registration & Firm History

PA

07/17/2023 - Present

Waldron Private Wealth (BRIDGEVILLE PA)

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Licenses & Designations

IA

Issued 07/17/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Spencer Owen McKee.
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