Brett Greenfield has been Partner of Avail Investment Partners since July 2021, is a control person of the firm and directly owns between 10% and 25% of it. Brett Greenfield holds a Bachelor's degree in Accounting from James Madison University. Brett Greenfield studied at Pennsylvania Bankers Association Trust School.
Avail Investment Partners, LLC is a Lemont, PA firm with $184M under management, 144 clients and 6 advisers across 8 offices, as of its March 2026 filing.
Brett Greenfield is Investment Manager of Avail Investment Partners. He is a partner of Investment Research Partners and has over 20 years of experience in the financial services industry. Before joining Investment Research Partners, he was a Portfolio Manager focusing on ESG and sustainable investing at AssetMark, Inc.
Brett Greenfield’s longest registration is the current one, 6 years at Investment Research Partners since 2019. Before joining Avail Investment Partners in 2021, Brett Greenfield was registered through Assetmark, Inc. and Aris Wealth Services Inc.
- – present · 4 yearsLemont, PA · Adviser representative · Firm CRD 315678
- Investment Research PartnersAlso current– present · 6 yearsLemont, PA · Adviser representative · Firm CRD 304315
- Assetmark, Inc.– · 4 yearsState College, PA · Adviser representative · Firm CRD 109018
- Aris Wealth Services Inc– · 2 yearsState College, PA · Adviser representative · Firm CRD 104577
- F.N.B. Investment Advisors Inc– · under a yearState College, PA · Adviser representative · Firm CRD 109515
- Aris Wealth Services Inc– · 2 yearsState College, PA · Adviser representative · Firm CRD 104577
Professional designations
Listed by Avail Investment Partners
- CFP® professional
- Chartered SRI Counselor™
Investment adviser representative registrations
Brett Greenfield is registered as an investment adviser representative in 3 states. The first approvals date from November 2019; the most recent is Virginia, in October 2025.
- MassachusettsSince 1 December 2021
- PennsylvaniaSince 21 November 2019
- VirginiaSince 6 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 November 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 4 November 2002 |
| Series 7 | General Securities Representative Examination | 20 December 2001 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brett A Greenfield
- CRD
- 4374103
- Firm
- Avail Investment Partners · CRD 315678
- Role
- Partner
- Office
- 801-1 PIKE STREET, Lemont, PA 16851
- Registration
- Investment adviser registration
- In the industry since
- February 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- availinvest.com
Where does Brett Greenfield work?
Brett Greenfield has been Partner of Avail Investment Partners, LLC since July 2021, and is a control person of the firm.
Is Brett Greenfield a financial advisor?
Yes. Brett Greenfield has a current investment-adviser registration in Massachusetts, Pennsylvania and Virginia, through Avail Investment Partners since October 2021.
How many years of experience does Brett Greenfield have?
Brett Greenfield has 16 years in the financial industry, since February 2010, across 5 adviser firms.
What exams has Brett Greenfield passed?
Brett Greenfield has passed 3 licensing exams: the Series 7, Series 65 and Series 63. The earliest, the Series 7, was passed in December 2001.
Where did Brett Greenfield work before Avail Investment Partners?
Before Avail Investment Partners, Brett Greenfield was registered through Assetmark, Inc., November 2015 to November 2019; Aris Wealth Services Inc, July 2013 to October 2015; F.N.B. Investment Advisors Inc, September 2012 to July 2013; Aris Wealth Services Inc, December 2006 to September 2009.
Where is Brett Greenfield based?
Brett Greenfield’s registered office is in Lemont, PA.
Is Brett Greenfield registered with FINRA?
No. Brett Greenfield has no current broker registration.
Is Brett Greenfield a CFP?
Avail Investment Partners lists Brett Greenfield with the CFP credential (“CFP® professional”) on its website. CFP Board confirms certification status.
How can I verify Brett Greenfield’s record?
Search CRD 4374103 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brett Greenfield’s full registration record.
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