Benjamin Greenfeld has been Chief Investment Officer, Member, and Board of Managers Member of Waldron Private Wealth since April 2015, is a control person of the firm and directly owns under 5% of it. Benjamin Greenfeld holds a Business Administration degree from Duquesne University. Benjamin Greenfeld studied at the College for Financial Planning.
Waldron Private Wealth, LLC is a Bridgeville, PA firm with $5.5B under management, 517 clients and 47 advisers across 4 offices, as of its October 2026 filing.
Benjamin M. Greenfeld is Partner and Chief Investment Officer of Waldron Private Wealth. He joined Waldron in 2011 and oversees asset allocation and directs the investment team's due diligence of investment managers and subadvisors. Before joining Waldron, he was an investment advisor and a research and investment specialist at Legend Financial Advisors Incorporation.
Benjamin Greenfeld’s longest registration is the current one, 14 years at Waldron Private Wealth since 2011. Before joining Waldron Private Wealth in 2011, Benjamin Greenfeld was registered through LPL Financial LLC and Emergingwealth Investment Management, Inc.
- Waldron Private WealthCurrent– present · 14 yearsBridgeville, PA · Adviser representative · Firm CRD 131063
- LPL Financial LLC– · 1 yearBridgeville, PA · Adviser representative · Firm CRD 6413
- Emergingwealth Investment Management, Inc.– · 1 yearPittsburgh, PA · Adviser representative · Firm CRD 151471
- Legend Financial Advisors Inc– · 4 yearsPittsburgh, PA · Adviser representative · Firm CRD 108207
Professional designations
Listed by Waldron Private Wealth
- CFP®
Investment adviser representative registrations
Benjamin Greenfeld is registered as an investment adviser representative in Pennsylvania, since November 2011.
- PennsylvaniaSince 11 November 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 6 September 2011 |
| Series 7 | General Securities Representative Examination | 21 June 2011 |
| Series 65 | Uniform Investment Adviser Law Examination | 11 January 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Benjamin Michael Greenfeld
- CRD
- 5272549
- Firm
- Waldron Private Wealth · CRD 131063
- Role
- Chief Investment Officer, Member, and Board of Managers Member
- Office
- 44 ABELE ROAD, SUITE 400, Bridgeville, PA 15017
- Registration
- Investment adviser registration
- In the industry since
- April 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- waldronprivatewealth.com
Where does Benjamin Greenfeld work?
Benjamin Greenfeld has been Chief Investment Officer, Member, and Board of Managers Member of Waldron Private Wealth, LLC since April 2015, and is a control person of the firm.
Is Benjamin Greenfeld a financial advisor?
Yes. Benjamin Greenfeld has a current investment-adviser registration in Pennsylvania, through Waldron Private Wealth since November 2011.
How many years of experience does Benjamin Greenfeld have?
Benjamin Greenfeld has 19 years in the financial industry, since April 2007, across 4 adviser firms.
What exams has Benjamin Greenfeld passed?
Benjamin Greenfeld has passed 3 licensing exams: the Series 65, Series 7 and Series 63. The earliest, the Series 65, was passed in January 2007. FINRA credited Benjamin Greenfeld with the SIE, which began in October 2018.
Where did Benjamin Greenfeld work before Waldron Private Wealth?
Before Waldron Private Wealth, Benjamin Greenfeld was registered through Emergingwealth Investment Management, Inc., October 2009 to March 2011; Legend Financial Advisors Inc, January 2007 to March 2011.
Where is Benjamin Greenfeld based?
Benjamin Greenfeld’s registered office is in Bridgeville, PA.
Is Benjamin Greenfeld registered with FINRA?
No. Benjamin Greenfeld has no current broker registration.
Is Benjamin Greenfeld a CFP?
Waldron Private Wealth lists Benjamin Greenfeld with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Benjamin M. Greenfeld biography, waldronprivatewealth.com
How can I verify Benjamin Greenfeld’s record?
Search CRD 5272549 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Benjamin Greenfeld’s full registration record.
