Madison T Daggett
Investment adviser representative at Waldron Private Wealth
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Waldron Private Wealth, LLCJan 2020 to now
- Northwestern Mutual Wealth Management CompanyApr 2019 to Jan 2020
- Northwestern Mutual Investment Services LLCJan 2019 to Jan 2020
- Craig FiedlerJun 2018 to Dec 2019
- Duquesne ClubOct 2016 to Jun 2018
- StudentAug 2015 to Apr 2018
- Carusos Italian RestaurantOct 2013 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (PA).
Waldron Private Wealth
Legal name: Waldron Private Wealth, LLC
$5.5BAssets managed
517Clients
42Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6973705
- Firm CRD
- 131063