Daniel
Pietroburgo

Benjamin F. Edwards & Company, Inc

CRD#6384941
Investment Advisor
in Springfield, IL

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About this Advisor

Daniel Pietroburgo is a certified financial planner who works in Springfield, Illinois, with 12 years of work experience. Pietroburgo is an advisor for Benjamin F. Edwards & Company, Inc. Their career trajectory has included roles at Mizzou Basebal and Benjamin F. Edwards. Pietroburgo holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Illinois and Texas. Benjamin F. Edwards & Company, Inc is a firm based out of Springfield, Illinois. It has offices in 78 locations and a total of 649 financial advisors. It controls $12 billion in assets under management between its 37,954 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 75 charitable organizations. Of its 37,954 customer accounts, just 1% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The business has a number of services, such as 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 depend on which service is offered. Fee types billed by Benjamin F. Edwards & Company, Inc likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, 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

3400 Hedley Road
Springfield, IL 62711

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Benjamin F. Edwards & Company, Inc Brokerage Details

Total Assets Under Management

$12,398,563,533

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

649

IL Average: 458
Total Number of Accounts

37,954

IL Average: 33,415
Average Account Size

$326,673

IL Average: $343,232

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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

Daniel Pietroburgo Work History

Daniel has 12 years of experience.

2014 - Present (8 years)

Benjamin F. Edwards

2010 - 2014 (4 years)

Mizzou Basebal

Disclosures

Daniel Pietroburgo has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Benjamin F. Edwards & Company, Inc

James Williams
Saint Louis, MO
Patricia Jenks
Saint Louis, MO
Brent Wilhelm
Saint Louis, MO
Robert Patrick
Saint Louis, MO
Peggy Rakers
O Fallon, IL
Richard Stone
Saint Louis, MO
Nicole Brusher
Panama City, FL
Sally Davis
O Fallon, IL

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.

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