Benjamin Greenfeld, financial advisor Bridgeville PA
96 score

Benjamin Greenfeld

CRD Number: 5272549
Current Firm: Waldron Private Wealth

Benjamin Greenfeld (CRD# 5272549) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 9 years of experience in the finance industry. Benjamin Greenfeld has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Waldron Private Wealth Pittsburgh, PA Sep 2011 - Current 5
Purshe Kaplan Sterling Investments Albany, NY Mar 2013 - Dec 2014 1
Lpl Financial LLC Pittsburgh, PA Mar 2011 - Feb 2013 1
Emergingwealth Investment Management, Inc. Pittsburgh, PA Sep 2009 - Mar 2011 1
Legend Financial Advisors,inc. Pittsburgh, PA Sep 2004 - Mar 2011 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2011
S65 NASAA Investment Advisors Law Examination Jan 2007
Contact Info for Benjamin M. Greenfeld
Phone Number: 412-221-1005
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,216
    MILLIONS
  • Total Number of Accounts
    162
    ACCOUNTS
  • Average Account Value
    $7,506,498
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

DC, FL, MD, NY, PA, TX, VA, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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