Brett A. Greenfield

INVESTMENT RESEARCH PARTNERS

Lemont, PA 16851

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CRD#: 4374103

Professional summary

Brett A Greenfield is a registered financial advisor currently at INVESTMENT RESEARCH PARTNERS located in Lemont, Pennsylvania and AVAIL INVESTMENT PARTNERS, LLC located in Lemont, Pennsylvania.

Brett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Brett has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Investment Research Partners, LLC Partner Registered Investment Advisor 11/2019

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett A Greenfield's CRS (Customer Relationship Summary).

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®

None

Experience

Current

November 21, 2019 - Present

INVESTMENT RESEARCH PARTNERS

Office #1: 801-1 Pike Street, Lemont, PA 16851

RIA

CRD#: 304315

Lemont, PA

Current

October 29, 2021 - Present

AVAIL INVESTMENT PARTNERS, LLC

Office #1: 801-1 Pike Street, Lemont, PA 16851

RIA

CRD#: 315678

Lemont, PA

Past

November 11, 2015 - November 13, 2019

ASSETMARK, INC.

RIA

CRD#: 109018

State College, PA

Past

July 9, 2013 - October 1, 2015

ARIS WEALTH SERVICES INC

RIA

CRD#: 104577

STATE COLLEGE, PA

Past

September 26, 2012 - July 22, 2013

FNB WEALTH MANAGEMENT

RIA

CRD#: 109515

STATE COLLEGE, PA

Past

December 19, 2006 - September 23, 2009

ARIS WEALTH SERVICES INC

RIA

CRD#: 104577

STATE COLLEGE, PA

Past

December 21, 2001 - December 15, 2006

WALNUT STREET SECURITIES, INC.

CRD#: 15840

GREENVILLE, 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".

INVESTMENT RESEARCH PARTNERS

INVESTMENT RESEARCH PARTNERS | NEW LANTERN ADVISORS | INVESTMENT RESEARCH PARTNERS LLC

CRD#: 304315 / SEC#: 801-116836

RIA

Registered Investment Advisory firm - (6/24/2019 Approved)

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

Massachusetts
(12/1/2021)

IAR

Pennsylvania
(11/21/2019)

IAR

Virginia
(10/6/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/4/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/4/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/20/2001

General Securities Representative Examination

Current Firm

INVESTMENT RESEARCH PARTNERS

INVESTMENT RESEARCH PARTNERS | NEW LANTERN ADVISORS | INVESTMENT RESEARCH PARTNERS LLC

CRD#: 304315 / SEC#: 801-116836

RIA

Registered Investment Advisory firm - (6/24/2019 Approved)

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Contact information

Main Address

801-1 Pike Street, Lemont, PA 16851

Mailing Address

P.o. Box 834, Lemont, PA 16851

Phone number

(814) 966-7206

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IRP ADV PART 2A (8/7/2025)

Regulatory assets under management

Total Number of Accounts	626
AUM (Assets Under Management)	$ 359,601,103

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.

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Advisor Monitoring

Firm Stability Insights

Brett A. Greenfield

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett A Greenfield's CRS (Customer Relationship Summary).

Certified licenses

Experience

AVAIL INVESTMENT PARTNERS, LLC

ASSETMARK, INC.

ARIS WEALTH SERVICES INC

FNB WEALTH MANAGEMENT

ARIS WEALTH SERVICES INC

WALNUT STREET SECURITIES, INC.

Primary Firm SEC Registration

INVESTMENT RESEARCH PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 11/4/2002

Series 63

Date: 11/4/2002

Series 7

Date: 12/20/2001

Current Firm

INVESTMENT RESEARCH PARTNERS

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INVESTMENT RESEARCH PARTNERS

TRUST BUT VERIFY

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