Christopher M. Keller

WALDRON PRIVATE WEALTH

Bridgeville, PA 15017

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CRD#: 3273986

Professional summary

Christopher Mark Keller, CFP®, who also goes by Chris Keller, is a registered financial advisor currently at WALDRON PRIVATE WEALTH located in Bridgeville, Pennsylvania.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Christopher has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chris Keller

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Mark Keller's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

November 17, 2011 - Present

WALDRON PRIVATE WEALTH

Office #1: 44 Abele Road Suite 400, Bridgeville, PA 15017

RIA

CRD#: 131063

Bridgeville, PA

Past

March 1, 2013 - December 31, 2018

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

BRIDGEVILLE, PA

Past

March 18, 2011 - March 13, 2013

LPL FINANCIAL LLC

RIA

CRD#: 6413

BRIDGEVILLE, PA

Past

March 18, 2011 - March 13, 2013

LPL FINANCIAL LLC

CRD#: 6413

BRIDGEVILLE, PA

Past

January 8, 2007 - November 8, 2011

SELKER ADVISORS

RIA

CRD#: 122300

CANONSBURG, PA

Past

March 30, 2005 - December 31, 2006

SELKER ADVISORS

RIA

CRD#: 122300

PITTSBURGH, PA

Past

February 24, 2003 - December 31, 2004

SELKER ADVISORS

RIA

CRD#: 122300

PITTSBURGH, PA

Past

August 12, 1999 - March 21, 2011

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

CANONSBURG, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WALDRON PRIVATE WEALTH

CRD#: 131063 / SEC#: 801-77628

RIA

Registered Investment Advisory firm - (2/19/2013 Approved)

Florida

Registered Investment Advisory firm - (3/6/2013 Terminated)

Georgia

Registered Investment Advisory firm - (3/6/2013 Terminated)

North Carolina

Registered Investment Advisory firm - (3/6/2013 Terminated)

Ohio

Registered Investment Advisory firm - (3/7/2013 Terminated)

Pennsylvania

Registered Investment Advisory firm - (3/11/2013 Terminated)

Texas

Registered Investment Advisory firm - (3/6/2013 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(11/17/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/10/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/21/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/12/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 51

Date: 6/10/2005

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 11/19/2002

General Securities Principal Examination

Current Firm

WALDRON PRIVATE WEALTH

CRD#: 131063 / SEC#: 801-77628

RIA

Registered Investment Advisory firm - (2/19/2013 Approved)

Florida

Registered Investment Advisory firm - (3/6/2013 Terminated)

Georgia

Registered Investment Advisory firm - (3/6/2013 Terminated)

North Carolina

Registered Investment Advisory firm - (3/6/2013 Terminated)

Ohio

Registered Investment Advisory firm - (3/7/2013 Terminated)

Pennsylvania

Registered Investment Advisory firm - (3/11/2013 Terminated)

Texas

Registered Investment Advisory firm - (3/6/2013 Terminated)

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Contact information

Main Address

44 Abele Road Suite 400, Bridgeville, PA 15017

Mailing Address

Phone number

(412) 221-1005

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	3,497
AUM (Assets Under Management)	$ 4,516,982,450

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/19/2025	Cover Page	Report
09/20/2024	Cover Page	Report
01/22/2024	Cover Page	Report
11/28/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Christopher M. Keller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Mark Keller's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

LPL FINANCIAL LLC

LPL FINANCIAL LLC

SELKER ADVISORS

SELKER ADVISORS

SELKER ADVISORS

RAYMOND JAMES FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

WALDRON PRIVATE WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 12/10/1999

Series 63

Date: 9/21/1999

SIE

Date: 10/1/2018

Series 7

Date: 8/12/1999

Series 51

Date: 6/10/2005

Series 24

Date: 11/19/2002

Current Firm

WALDRON PRIVATE WEALTH

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

WALDRON PRIVATE WEALTH

TRUST BUT VERIFY

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