Spencer Owen Mckee
Investment adviser representative at Waldron Private Wealth
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.5BFirm assets
Are you Spencer Owen Mckee? Claim your profile
Contact this firm
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
12 years in the industry.
- Waldron Private Wealth, LLCJun 2022 to now
- Somerset Trust CompanyMay 2021 to Dec 2021
- WalmartMay 2020 to Jul 2020
- Saint Vincent CollegeAug 2018 to May 2022
- Idlewild & SoakzoneJul 2018 to Aug 2019
- McdonaldsNov 2015 to Jun 2018
- Blairsville High SchoolAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7775611
- Firm CRD
- 131063