Craig
Schermerhorn

Benjamin F. Edwards & Company, Inc

CRD#824788
Investment Advisor
in Saint Louis, MO

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About this Advisor

Craig Schermerhorn is an advisor whose office is in Saint Louis, Missouri. Currently a registered financial advisor with Benjamin F. Edwards & Company, Inc, Schermerhorn has 10 years of professional experience in the financial advisory industry. Schermerhorn has Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Schermerhorn is registered to operate based out of Florida and Illinois. During their career, the advisor has held roles at Benjamin F. Edwards & Company, Inc and Benjamin F Edwards & Co. Benjamin F. Edwards & Company, Inc is headquartered in Saint Louis, Missouri, and has 74 offices in the United States. As an advisory firm, Benjamin F. Edwards & Company, Inc oversees $8 billion in assets covering 29,895 accounts and employs more than 509 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the nation. 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 more than $1 million in investable assets. Benjamin F. Edwards & Company, Inc 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 63, Series 65

Years of Experience

10 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 Schermerhorn Work History

Craig has 10 years of experience.

2014 - Present (8 years)

Benjamin F Edwards & Co

2010 - 2014 (4 years)

Benjamin F. Edwards & Company, Inc

Disclosures

Craig Schermerhorn has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Benjamin F. Edwards & Company, Inc

Susan Lewis
Saint Louis, MO
Denise Edwards
Springfield, IL
Julie Nawrocki
Red Bank, NJ
Joseph Hurston
Saint Louis, MO
Richard Moore
Hattiesburg, MS
Richard Pignone
Hamden, CT
Jeffrey Wolfe
Saint Louis, MO
Richard Cardin
Saint Louis, MO

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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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