Maurice
Mathy

Benjamin F. Edwards & Company, Inc

CRD#1840044
Investment Advisor
in Saint Louis, MO

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About this Advisor

Maurice Mathy is a financial advisor operating in Saint Louis, Missouri with a total of 7 years of relevant experience. Mathy currently works for Benjamin F. Edwards & Company, Inc. During their career, Mathy has held roles at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association and Benjamin F Edwards & Co. Mathy has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Illinois and Texas. Benjamin F. Edwards & Company, Inc is a business that has its headquarters in Saint Louis, MO. The firm has offices in 87 locations and a total of 702 advisors. It controls $11 billion in total assets across its 42,128 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 87 charitable organizations. The advisory firm offers a wide assortment of services, such as 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 depend on the financial services provided. Fee types billed by Benjamin F. Edwards & Company, Inc most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 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

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

$11,262,450,812

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

702

MO Average: 458
Total Number of Accounts

42,128

MO Average: 33,415
Average Account Size

$267,339

MO Average: $343,232

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

Maurice Mathy Work History

Maurice has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Benjamin F Edwards & Co

2015 - 2016 (1 year)

Morgan Stanley Private Bank, National Association

2009 - 2016 (7 years)

Morgan Stanley Smith Barney

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Maurice Mathy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Benjamin F. Edwards & Company, Inc

Eric Anderson
Woodstock, IL
Nicole Avery-Young
Springfield, MO
Steven Phillips
Saint Louis, MO
Laurie Dickson
Saint Louis, MO
Louis Howell
Saint Louis, MO
Michelle Boyum
Minneapolis, MN
Scott Critchfield
Saint Louis, MO
Dennis Anderson
Saint Louis, MO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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