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Brett A Greenfield

AVAIL INVESTMENT PARTNERS, LLC·LEMONT, Pennsylvania
Series 7, Series 63, Series 65Clean record19 years registeredAVAIL INVESTMENT PARTNERS, LLC
801-1 PIKE STREET, LEMONT, PA 16851CRD# 4374103Firm CRD# 315678

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brett A Greenfield · LEMONT, PA
Registration
CRD #4374103 · AVAIL INVESTMENT PARTNERS, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

AVAIL INVESTMENT PARTNERS, LLC
Oct 2021 – present
INVESTMENT RESEARCH PARTNERS
Nov 2019 – present
ASSETMARK, INC.
Nov 2015 – Nov 2019
State College, PA
ARIS WEALTH SERVICES INC
Jul 2013 – Oct 2015
STATE COLLEGE, PA
F.N.B. INVESTMENT ADVISORS INC
Sep 2012 – Jul 2013
STATE COLLEGE, PA
ARIS WEALTH SERVICES INC
Dec 2006 – Sep 2009
STATE COLLEGE, PA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · December 19, 2006
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AVAIL INVESTMENT PARTNERS, LLC
CRD 315678 · SEC 801-122134
AUM
$105M
Regulatory assets under management
Employees
6
338 client accounts
Services offered by AVAIL INVESTMENT PARTNERS, LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at AVAIL INVESTMENT PARTNERS, LLC →
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05

Frequently Asked Questions

What services does Brett A Greenfield offer?
Brett A Greenfield specializes in Investment Management. Contact their office in LEMONT, Pennsylvania for a consultation.
What are Brett A Greenfield's credentials?
Brett A Greenfield is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brett A Greenfield located?
Brett A Greenfield is based in LEMONT, Pennsylvania, working with AVAIL INVESTMENT PARTNERS, LLC. Their office serves clients in the LEMONT metropolitan area and surrounding communities.
How does Brett A Greenfield charge for services?
Brett A Greenfield's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AVAIL INVESTMENT PARTNERS, LLC?
AVAIL INVESTMENT PARTNERS, LLC has approximately 6 employees and manages $105M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AVAIL INVESTMENT PARTNERS, LLC

Derek Wade Varner
LEMONT, PA
Stuart Charles Feinzig
LEMONT, PA
Geoffrey Patrick Caber
LEMONT, PA
Martin Anthony Wildy
LEMONT, PA

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Research
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