Daniel
Cauley

Benjamin F. Edwards & Company, Inc

CRD#2071558
Investment Advisor
in Saint Louis, MO

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About this Advisor

Daniel Cauley is a financial advisor operating in Saint Louis, Missouri, who has been in the industry for 11 years. Cauley is an advisor for Benjamin F. Edwards & Company, Inc. Their career trajectory has included roles at Wells Fargo Advisors LLC and Benjamin F Edwards & Co. Cauley has a Series 63 license, qualifying them as a securities agent, and can serve investors in Florida and Texas. Benjamin F. Edwards & Company, Inc is a company that has its headquarters in Saint Louis, Missouri. The investment advisory business has offices in 74 locations and a total of 509 financial advisors. It controls $8 billion in total assets across its 29,895 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 66 charities and foundations. Of its 29,895 client accounts, just 10% belong to high-net-worth individuals who have at least $1 million in investable assets. Benjamin F. Edwards & Company, Inc offers 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. Fees charged by financial advisors typically are based on the type of services offered. However, fee types charged by Benjamin F. Edwards & Company, Inc likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

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

Daniel Cauley Work History

Daniel has 11 years of experience.

2013 - Present (8 years)

Benjamin F Edwards & Co

2009 - 2013 (4 years)

Wells Fargo Advisors LLC

Disclosures

Daniel Cauley 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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