Benjamin Michael Greenfeld

Employer firm

Waldron Private Wealth CRD 131063

$5.50B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers
• INSURANCE PLANNING; SUBADVISER FOR PPLI

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2011 → Present
  Waldron Private Wealth
  Pittsburgh, PA

Previous Registrations

• 2011-06-07 → 2013-03-13
  Lpl Financial Llc
  Bridgeville, PA
• 2007-01-12 → 2011-03-11
  Legend Financial Advisors Inc
  Pittsburgh, PA
• 2009-10-28 → 2011-03-11
  Emergingwealth Investment Management, Inc.
  Pittsburgh, PA

Other Businesses

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. 2) INSURANCE AGENT; INVESTMENT RELATED, 44 ABELE RD, SUITE 400, BRIDGEVILLE, PA 15017; STARTED 09/2019; APPROXIMATELY 1-2 HOURS PER MONTH DURING SECURITIES TRADING HOURS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-09-06
• S65 Uniform Investment Adviser Law Examination
  2007-01-11

Designations

• Certified Financial Planner