Lindsay Wilcox
Investment adviser representative at Waldron Private Wealth
10 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$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
10 years in the industry.
- Waldron Private Wealth, LLCJun 2021 to now
- Wells Fargo Clearing Services, LLCMay 2020 to May 2021
- UBS Financial Services Inc.Oct 2019 to May 2020
- Pure Barre Peters TownshipNov 2016 to Jan 2024
- Federated InvestorsFeb 2016 to Jun 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State 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
- 7179651
- Firm CRD
- 131063