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Benjamin Michael Greenfeld

WALDRON PRIVATE WEALTH, LLC·BRIDGEVILLE, Pennsylvania
Unclaimed Profile
44 ABELE ROAD, BRIDGEVILLE, PA 15017CRD# 5272549Firm CRD# 131063
01

About

Benjamin Michael Greenfeld is a registered financial advisor based in BRIDGEVILLE, Pennsylvania, affiliated with WALDRON PRIVATE WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WALDRON PRIVATE WEALTH, LLC
WALDRON PRIVATE WEALTH
AUM
$4.1B
Regulatory assets under management
Employees
67
Total firm employees
View all advisors at WALDRON PRIVATE WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 5272549
Firm CRD# 131063
No disclosures on file
View on FINRA BrokerCheck →

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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 in BRIDGEVILLE
John Joseph Waldron — WALDRON PRIVATE WEALTH, LLCMatthew Alan Helfrich — WALDRON PRIVATE WEALTH, LLCRoger Albert Raulin — RAULIN INC.Justin Brooks Lauver — RAULIN INC.Robert H. Wyche — WALDRON PRIVATE WEALTH, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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