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RIA / WealthAdvisorCertified Financial Planner19 years in industry

BENJAMIN MICHAEL GREENFELD

Advisor at WALDRON PRIVATE WEALTH

BRIDGEVILLE, PA

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Search this name across graphsid dfx:ria:c9eb20c7-a28a-5917-4f55-3a0fe43d1224

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 12, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WALDRON PRIVATE WEALTH
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 11, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Jan 11, 2007
First registration: Jan 12, 2007
Dual registered: no
IAPD individual key: 5272549

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WALDRON PRIVATE WEALTH	Independent wealth	Nov 11, 2011	n/a	yes	BRIDGEVILLE, PA	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Jun 7, 2011	Mar 13, 2013	no	BRIDGEVILLE, PA	Previous registration
EMERGINGWEALTH INVESTMENT MANAGEMENT, INC.	Former SEC adviser	Oct 28, 2009	Mar 11, 2011	no	PITTSBURGH, PA	Previous registration
LEGEND FINANCIAL ADVISORS INC	Independent wealth	Jan 12, 2007	Mar 11, 2011	no	PITTSBURGH, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LPL FINANCIAL LLC	WALDRON PRIVATE WEALTH	Mar 13, 2013	Nov 11, 2011	-488	Firm change after gap	Other
LEGEND FINANCIAL ADVISORS INC	EMERGINGWEALTH INVESTMENT MANAGEMENT, INC.	Mar 11, 2011	Oct 28, 2009	-499	Firm change after gap	Other
EMERGINGWEALTH INVESTMENT MANAGEMENT, INC.	LPL FINANCIAL LLC	Mar 11, 2011	Jun 7, 2011	88	Firm change	Other

Relationships

Registered with (4)

→ WALDRON PRIVATE WEALTHRegistered adviserregistration: current employment
Nov 11, 2011 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jun 7, 2011 to Mar 13, 2013factForm ADV
→ LEGEND FINANCIAL ADVISORS INCRegistered adviserregistration: previous registration
Jan 12, 2007 to Mar 11, 2011factForm ADV
→ EMERGINGWEALTH INVESTMENT MANAGEMENT, INC.Registered adviserregistration: previous registration
Oct 28, 2009 to Mar 11, 2011factForm ADV

Dated events

No dated event names this entity yet.