Craig
Morgan

Benjamin F. Edwards & Company, Inc

CRD#5087968
Investment Advisor
in Saint Louis, MO

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About this Advisor

Craig Morgan is a financial advisor in Saint Louis, Missouri. Currently a registered advisor at Benjamin F. Edwards & Company, Inc, they have accumulated 11 years of experience in the financial advisory industry. Morgan has a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Morgan is able to serve customers in Illinois. Morgan has gained experience at Stifel Nicolaus & Co Inc and Benjamin F. Edwards & Co. Benjamin F. Edwards & Company, Inc is headquartered in Saint Louis, Missouri, and operates out of 74 other offices throughout the nation. Overall, Benjamin F. Edwards & Company, Inc oversees $8 billion in assets throughout 29,895 accounts and employs more than 509 people. The amount of assets the firm manages places it among the largest firms in the country. The firm manages 14,778 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 10% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Benjamin F. Edwards & Company, Inc can provide 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's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

11 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

One North Brentwood Boulevard Suite 850
Saint Louis, MO 63105

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Benjamin F. Edwards & Company, Inc Brokerage Details

Total Assets Under Management

$8,368,791,115

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

509

MO Average: 458
Total Number of Accounts

29,895

MO Average: 33,415
Average Account Size

$279,939

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

Craig Morgan Work History

Craig has 11 years of experience.

2017 - Present (4 years)

Benjamin F. Edwards & Co

2009 - 2017 (8 years)

Stifel Nicolaus & Co Inc

Disclosures

Craig Morgan has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Benjamin F. Edwards & Company, Inc

Julie Nawrocki
Red Bank, NJ
Richard Pignone
Hamden, CT
Matthew Clooten
Saint Louis, MO
Timothy Oman
Saint Louis, MO
Bradley Keel
Pensacola, FL
Louis Howell
Saint Louis, MO
Jeremy Jacobs
Saint Louis, MO
Richard Moore
Hattiesburg, MS

This content was compiled from the SEC and FINRA.

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