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Member · Waldron Private Wealth

Carmen J. Palmieri

CRD 5744484 · Named on Form ADV at one SEC-registered adviser

At a glance

Waldron Private Wealth, an SEC-registered wealth manager based in Bridgeville, PA with $5.5 billion in regulatory assets, lists Carmen J. Palmieri on its Form ADV as Member, a control person.

Firms and roles

AtlasMembers

Carmen’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

  • Matthew A. HelfrichCEO, Member, and Board of Managers Member, Waldron Private Wealth
  • John J. WaldronManaging Member, Chairman of the Board of Managers, Waldron Private Wealth
  • Benjamin M. GreenfeldChief Investment Officer, Member, and Board of Managers Member, Waldron Private Wealth
  • Robert H. WycheMember and Board of Managers Member, Waldron Private Wealth
  • Ryan FortierMember and Board of Managers Member, Waldron Private Wealth

2 more people named with Carmen on the same filings, with titles and firms. Free in Atlas with a free account.

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Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Carmen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.