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Benjamin M. Greenfeld
WALDRON PRIVATE WEALTH | CIO
Bridgeville, PA 15017
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CRD#: 5272549
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Professional summary
Benjamin Michael Greenfeld, CFP® is a registered financial advisor currently at WALDRON PRIVATE WEALTH located in Bridgeville, Pennsylvania.
Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Benjamin has worked at 5 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Financial planning
Insurance
Philanthropic services
Trust & estate planning
Executive services/Equity comp...
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
3M
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.
1) BEN GREENFELD AS TRUSTEE; INVESTMENT RELATED; 44 ABELE RD, STE 400, BRIDGEVILLE, PA 15017 ; SERVING AS CO-TRUSTEE; STARTED 06/2020; 5-10 HRS PER MONTH, LESS THAN 1 DURING TRADING; SERVE AS CO-TRUSTEE W/ CLIENT ON TRUSTS FOR THEIR BENEFIT.
CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Michael Greenfeld's 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®
Experience
Current
November 11, 2011 - Present
WALDRON PRIVATE WEALTH
Office #1: 44 Abele Road Suite 400, Bridgeville, PA 15017RIA
CRD#: 131063
Bridgeville, PA
Past
March 1, 2013 - January 2, 2015
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
BRIDGEVILLE, PA
Past
June 22, 2011 - March 13, 2013
LPL FINANCIAL LLC
BD
CRD#: 6413
BRIDGEVILLE, PA
Past
June 7, 2011 - March 13, 2013
LPL FINANCIAL LLC
RIA
CRD#: 6413
BRIDGEVILLE, PA
Past
October 28, 2009 - March 11, 2011
EMERGINGWEALTH INVESTMENT MANAGEMENT, INC.
RIA
CRD#: 151471
PITTSBURGH, PA
Past
January 12, 2007 - March 11, 2011
LEGEND FINANCIAL ADVISORS INC
RIA
CRD#: 108207
PITTSBURGH, 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".
WP
WALDRON PRIVATE WEALTH
WALDRON PRIVATE WEALTH | WALDRON, LP | WALDRON WEALTH MANAGMENT | WALDRON WEALTH MANAGEMENT, LLC | WALDRON WEALTH MANAGEMENT | WALDRON PRIVATE WEALTH, LLC
CRD#: 131063 / SEC#: 801-77628
RIA
Registered Investment Advisory firm - (2/19/2013 Approved)Florida
Registered Investment Advisory firm - (3/6/2013 Terminated)Georgia
Registered Investment Advisory firm - (3/6/2013 Terminated)North Carolina
Registered Investment Advisory firm - (3/6/2013 Terminated)Ohio
Registered Investment Advisory firm - (3/7/2013 Terminated)Pennsylvania
Registered Investment Advisory firm - (3/11/2013 Terminated)Texas
Registered Investment Advisory firm - (3/6/2013 Terminated)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
Pennsylvania(11/11/2011)
IAR
Texas(12/12/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
WP
WALDRON PRIVATE WEALTH
WALDRON PRIVATE WEALTH | WALDRON, LP | WALDRON WEALTH MANAGMENT | WALDRON WEALTH MANAGEMENT, LLC | WALDRON WEALTH MANAGEMENT | WALDRON PRIVATE WEALTH, LLC
CRD#: 131063 / SEC#: 801-77628
RIA
Registered Investment Advisory firm - (2/19/2013 Approved)Florida
Registered Investment Advisory firm - (3/6/2013 Terminated)Georgia
Registered Investment Advisory firm - (3/6/2013 Terminated)North Carolina
Registered Investment Advisory firm - (3/6/2013 Terminated)Ohio
Registered Investment Advisory firm - (3/7/2013 Terminated)Pennsylvania
Registered Investment Advisory firm - (3/11/2013 Terminated)Texas
Registered Investment Advisory firm - (3/6/2013 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
44 Abele Road Suite 400, Bridgeville, PA 15017
Mailing Address
Phone number
(412) 221-1005
Established
Firm type
Fiscal year end
# of Employees
68
SEC notice filing (18 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,497 |
| AUM (Assets Under Management) | $ 4,516,982,450 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/19/2025 | ||
| 09/20/2024 | ||
| 01/22/2024 | ||
| 11/28/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
WALDRON PRIVATE WEALTH
CIOCRD#: 131063Bridgeville, PA 15017TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
