Tyler Mock
Investment adviser representative at Waldron Private Wealth
11 yearsExperience
1 stateRegistered in
$5.5BFirm assets
13 yearsFirm in business
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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
11 years in the industry.
- Waldron Private Wealth, LLCJan 2026 to now
- Heritage Wealth AdvisorsOct 2024 to Jan 2026
- Wesco DistributionJun 2023 to Oct 2024
- Crawford Ellenbogen, LLCJun 2021 to Jun 2023
- University of PittsburghAug 2020 to Apr 2023
- Washington & Jefferson CollegeAug 2019 to Aug 2020
- Sam's ClubSep 2018 to Jun 2021
- American Eagle OutfittersAug 2017 to Sep 2018
- Burrell High SchoolAug 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 8213495
- Firm CRD
- 131063