AK
Andrew D. Kuzemchak
WALDRON PRIVATE WEALTH
Bridgeville, PA 15017
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CRD#: 7569052
AK
Professional summary
Andrew David Kuzemchak, who also goes by Andrew Dabid Kuzemchak, is a registered financial advisor currently at WALDRON PRIVATE WEALTH located in Bridgeville, Pennsylvania.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Andrew has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Andrew Dabid Kuzemchak
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.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew David Kuzemchak's 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®
NoneExperience
Current
January 31, 2024 - Present
WALDRON PRIVATE WEALTH
Office #1: 44 Abele Road Suite 400, Bridgeville, PA 15017RIA
CRD#: 131063
Bridgeville, 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".
WP
WALDRON PRIVATE WEALTH
WALDRON PRIVATE WEALTH | WALDRON, LP | WALDRON WEALTH MANAGMENT | WALDRON WEALTH MANAGEMENT, LLC | WALDRON WEALTH MANAGEMENT | WALDRON PRIVATE WEALTH, LLC
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)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(1/31/2024)
Current Firm
WP
WALDRON PRIVATE WEALTH
WALDRON PRIVATE WEALTH | WALDRON, LP | WALDRON WEALTH MANAGMENT | WALDRON WEALTH MANAGEMENT, LLC | WALDRON WEALTH MANAGEMENT | WALDRON PRIVATE WEALTH, LLC
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)Upgrade to AdvisorCheck Premium
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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
68
SEC notice filing (18 States and Territories)
Documents
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 | ||
| 09/20/2024 | ||
| 01/22/2024 | ||
| 11/28/2022 |
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.
