Elizabeth
Mcclelland

Benjamin F. Edwards & Company, Inc

CRD#1013669
Investment Advisor
in Hamden, CT

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Elizabeth Mcclelland is a certified financial planner who works in Hamden, Connecticut, who has been in the industry for 12 years. Mcclelland is an advisor for Benjamin F. Edwards & Company, Inc. They have been with Benjamin F. Edwards & Company, Inc for the entirety of their career. Mcclelland has a Series 63 license, certifying them as a securities agent, and is registered to operate in Connecticut and Florida. Benjamin F. Edwards & Company, Inc is a business that has its headquarters in Hamden, Connecticut. The firm has offices in 78 locations and a total of 649 people on staff. It handles $12 billion in assets between its 37,954 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 75 charitable organizations. Of its 37,954 accounts, just 1% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Benjamin F. Edwards & Company, Inc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules typically are based on which services the firm provides the client. However, fee types charged by Benjamin F. Edwards & Company, Inc most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

2321 Whitney Avenue Suite 502
Hamden, CT 06518

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Benjamin F. Edwards & Company, Inc Brokerage Details

Total Assets Under Management

$12,398,563,533

CT Average: $11,469,110,461
Total Number of Employees

649

CT Average: 458
Total Number of Accounts

37,954

CT Average: 33,415
Average Account Size

$326,673

CT Average: $343,232

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Elizabeth Mcclelland Work History

Elizabeth has 12 years of experience.

2010 - Present (12 years)

Benjamin F. Edwards & Company, Inc

Disclosures

Elizabeth Mcclelland has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Benjamin F. Edwards & Company, Inc

Kathleen Woods
Midland, MI
Andrea Ehle
Panama City, FL
Troy Cox
Saint Louis, MO
James Williams
Saint Louis, MO
Brent Wilhelm
Saint Louis, MO
Jeffrey Luechtefeld
Saint Louis, MO
Elaine Conway
Saint Louis, MO
Richard Stone
Saint Louis, MO

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started