Curtis
Loveday

Benjamin F. Edwards & Company, Inc

CRD#2063071
Investment Advisor
in Saint Louis, MO

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About this Advisor

Curtis Loveday is a financial advisor who works in Saint Louis, Missouri, who has been in the advisory business for 11 years. Loveday is on the advisory team at Benjamin F. Edwards & Company, Inc. Over the course of their career, they have held roles at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association and Benjamin F. Edwards & Co. Loveday has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Illinois and Texas. Benjamin F. Edwards & Company, Inc is an advisory company headquartered in Saint Louis, Missouri. The company has offices in 74 locations and a total of 509 advisors. It oversees $8 billion in assets between its 29,895 accounts, making it one of the largest firms in the United States by assets under management. The firm serves 66 charitable organizations. Of its 29,895 accounts, just 10% are associated with high-net-worth investors who have at least $1 million in investable assets. Benjamin F. Edwards & Company, Inc performs a number of services, including 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 advisory fees largely are based on which service is offered. However, fees charged by Benjamin F. Edwards & Company, Inc most likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

Curtis Loveday Work History

Curtis has 11 years of experience.

2016 - Present (5 years)

Benjamin F. Edwards & Co

2015 - 2016 (1 year)

Morgan Stanley Private Bank, National Association

2009 - 2016 (7 years)

Morgan Stanley Smith Barney

Disclosures

Curtis Loveday has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Benjamin F. Edwards & Company, Inc

Richard Pignone
Hamden, CT
Robert Kollar
Chesterton, IN
Kristi Cranford
Sierra Vista, AZ
Peter Mccarthy
Saint Louis, MO
Jeffrey Wolfe
Saint Louis, MO
Christopher Foster
Saint Louis, MO
Julie Nawrocki
Red Bank, NJ
James Masterson
Saint Louis, MO

This content was compiled from the SEC and FINRA.

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