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 financial advisor based in Springfield, Illinois, working with Benjamin F. Edwards & Company, Inc. Daniel has previously held positions at Mizzou Baseball and Benjamin F. Edwards. Daniel has passed the Series 66 regulatory exam and is registered to provide services in Illinois and Texas. Currently, Daniel is part of Benjamin F. Edwards & Company, Inc, which operates out of Springfield, Illinois. The firm has 89 offices and 711 employees. The firm manages assets totaling $13.2 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include 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. The fee structure at Benjamin F. Edwards & Company, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

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

Office Location

3400 Hedley Road
Springfield, IL 62711

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Benjamin F. Edwards & Company, Inc Brokerage Details

Total Assets Under Management

$13,158,414,504

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

711

IL Average: 458
Total Number of Accounts

44,978

IL Average: 33,415
Average Account Size

$292,552

IL Average: $343,232

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

2014 - Present (10 years)

Benjamin F. Edwards

2010 - 2014 (4 years)

Mizzou Basebal

Disclosures

Please visit the SEC profile of Daniel Pietroburgo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Benjamin F. Edwards & Company, Inc

Lauren Lawler
Melbourne, FL
David Moreno
Saint Louis, MO
Emily Joyce-Grikis
Hamden, CT
Jesse Wright
Saint Louis, MO
David Davies
Saint Louis, MO
Bruce Melton
Saint Louis, MO
James Stein
Saint Louis, MO
Katherine Worrell
Saint Louis, MO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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