Devin Burgess
Investment adviser representative at Waldron Private Wealth
10 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
10 years in the industry.
- Waldron Private Wealth, LLCJun 2026 to now
- Cleveland City HallJun 2025 to Aug 2025
- VivintMay 2024 to Jul 2024
- Fedora IntertechMay 2023 to Aug 2023
- The Rubinoff CompanyMay 2023 to Aug 2023
- John Carroll UniversityMay 2022 to May 2026
- North Hills High SchoolMay 2018 to May 2022
- North Hills Middle SchoolMay 2016 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8315098
- Firm CRD
- 131063