Connor
Dunlop

Benjamin F. Edwards Wealth Management, LLC

CRD#5091045
Investment Advisor
in Saint Louis, MO

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About this Advisor

Connor Dunlop is a certified financial planner who is based in Saint Louis, Missouri. Currently a registered investment advisor at Benjamin F. Edwards Wealth Management, LLC, they have accrued 14 years of professional experience in the financial advisory industry. Dunlop holds a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Dunlop is registered to operate in Missouri and Texas. Their career trajectory has included roles at A.G. Edwards & Sons Inc, Wachovia Securities, LLC, Benjamin F Edwards & Co and Benjamin F. Edwards Wealth Management, LLC. Benjamin F. Edwards Wealth Management, LLC is based out of Saint Louis, Missouri, and has three other offices across the country. As a registered investment advisory firm, Benjamin F. Edwards Wealth Management, LLC manages $233 million in assets covering 820 accounts and retains 15 staff members. The amount of assets the firm manages makes it one of the mid-sized firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 19% of the investment firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Benjamin F. Edwards Wealth Management, LLC provides 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 firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

14 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

Yes

Office Location

One North Brentwood Blvd. Suite 510
Saint Louis, MO 63105

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Benjamin F. Edwards Wealth Management, LLC Brokerage Details

Total Assets Under Management

$232,729,498

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

15

MO Average: 458
Total Number of Accounts

820

MO Average: 33,415
Average Account Size

$283,816

MO 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

Connor Dunlop Work History

Connor has 14 years of experience.

2019 - Present (2 years)

Benjamin F. Edwards Wealth Management, LLC

2010 - Present (11 years)

Benjamin F Edwards & Co

2008 - 2010 (2 years)

Wachovia Securities, LLC

2008 - 2010 (2 years)

Wachovia Securities, LLC

2006 - 2010 (4 years)

A.G. Edwards & Sons Inc

Disclosures

Connor Dunlop has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Benjamin F. Edwards Wealth Management, LLC

Nickolas Pilipchuk
Saint Louis, MO
Dawn Pilipchuk-Kruth
Waterloo, IA
Brian Persson
Waterloo, IA
Connor Dunlop
Saint Louis, MO
Blake Dunlop
Saint Louis, MO

This content was compiled from the SEC and FINRA.

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