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Benjamin Michael Greenfeld

Waldron Private Wealth

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About Benjamin Michael Greenfeld

Benjamin Greenfeld is a financial advisor who has been in the industry for over a decade. Benjamin is a Certified Financial Planner and specializes in retirement planning, asset allocation, and investment strategies. Benjamin currently works with Waldron Private Wealth. Benjamin was previously employed by PURSHE KAPLAN STERLING INVESTMENTS and LPL FINANCIAL LLC. Benjamin is registered to provide investment advice in Pennsylvania and Texas.

Firm Information

Benjamin Greenfeld is currently registered with Waldron Private Wealth. Waldron Private Wealth, located in BRIDGEVILLE, PA, is an investment advisory firm that provides a range of services, including financial planning, insurance planning, and portfolio management for individuals and businesses. The firm has a strong focus on serving high-net-worth individuals and manages over $4 billion in assets. They are registered with the SEC under the number 801-77628.
Waldron Private Wealth

44 ABELE ROAD

BRIDGEVILLE, PA 15017

$4.07B

Assets Under Management

Not reported

Total Clients

39

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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insurance planning

Insurance planning

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Benjamin Greenfeld’s Registration & Firm History

PA

12/12/2018 - Present

Waldron Private Wealth (BRIDGEVILLE PA)

PA

03/01/2013 - 01/02/2015

PURSHE KAPLAN STERLING INVESTMENTS (BRIDGEVILLE PA)

PA

06/22/2011 - 03/13/2013

LPL FINANCIAL LLC (BRIDGEVILLE PA)

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Licenses & Designations

BC

Issued 09/06/2011

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/11/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/02/2015

SIE - Securities Industry Essentials Examination

BC

Issued 06/21/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Benjamin Michael Greenfeld.
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