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Benjamin Michael Greenfeld

WALDRON PRIVATE WEALTH, LLC·BRIDGEVILLE, Pennsylvania
SIE, Series 7, Series 63, Series 65Clean record19 years registeredWALDRON PRIVATE WEALTH, LLC
44 ABELE ROAD, BRIDGEVILLE, PA 15017CRD# 5272549Firm CRD# 131063

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Benjamin Michael Greenfeld · BRIDGEVILLE, PA
Registration
CRD #5272549 · WALDRON PRIVATE WEALTH, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

WALDRON PRIVATE WEALTH
Nov 2011 – present
LPL FINANCIAL LLC
Jun 2011 – Mar 2013
BRIDGEVILLE, PA
EMERGINGWEALTH INVESTMENT MANAGEMENT, INC.
Oct 2009 – Mar 2011
PITTSBURGH, PA
LEGEND FINANCIAL ADVISORS INC
Jan 2007 – Mar 2011
PITTSBURGH, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · January 12, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WALDRON PRIVATE WEALTH, LLC
CRD 131063 · SEC 801-77628
AUM
$4.1B
Regulatory assets under management
Employees
67
3,017 client accounts
Services offered by WALDRON PRIVATE WEALTH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WALDRON PRIVATE WEALTH, LLC →
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05

Frequently Asked Questions

What services does Benjamin Michael Greenfeld offer?
Benjamin Michael Greenfeld specializes in Financial Planning, Investment Management. Contact their office in BRIDGEVILLE, Pennsylvania for a consultation.
What are Benjamin Michael Greenfeld's credentials?
Benjamin Michael Greenfeld is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin Michael Greenfeld located?
Benjamin Michael Greenfeld is based in BRIDGEVILLE, Pennsylvania, working with WALDRON PRIVATE WEALTH, LLC. Their office serves clients in the BRIDGEVILLE metropolitan area and surrounding communities.
How does Benjamin Michael Greenfeld charge for services?
Benjamin Michael Greenfeld's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WALDRON PRIVATE WEALTH, LLC?
WALDRON PRIVATE WEALTH, LLC has approximately 67 employees and manages $4.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WALDRON PRIVATE WEALTH, LLC

Matthew Alan Helfrich
BRIDGEVILLE, PA
CFP
John Joseph Waldron
BRIDGEVILLE, PA
Mary Elizabeth Keegan
BRIDGEVILLE, PA
Robert H. Wyche
BRIDGEVILLE, PA
Michael Edward Krol
BRIDGEVILLE, PA

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Research
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