Nickolas
Pilipchuk

Benjamin F. Edwards Wealth Management, LLC

CRD#5896637
Investment Advisor
in Saint Louis, MO

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Nickolas Pilipchuk is a financial advisor operating out of Saint Louis, Missouri, with 3 years of relevant experience. Pilipchuk is currently employed by Benjamin F. Edwards Wealth Management, LLC. Their career trajectory has included roles at Wells Fargo Advisors LLC, Benjamin F Edwards & Co and Benjamin F. Edwards Wealth Management, LLC'. Pilipchuk maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Iowa and Texas. Benjamin F. Edwards Wealth Management, LLC is an advisory business that has its headquarters in Saint Louis, MO. It has offices in five locations and a total of 23 financial advisors. It handles $611 million in total assets among its 2,470 customer accounts, placing it among the larger financial advisory firms in the country by assets under management. The firm provides services to five charitable organizations. Of its 2,470 client accounts, just 1% belong to high-net-worth clients who have at least $1 million in assets. The business performs a broad 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. A financial advisor's fee schedules usually vary depending on the services. Fee types billed by Benjamin F. Edwards Wealth Management, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 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 Suite 850
Saint Louis, MO 63105

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Benjamin F. Edwards Wealth Management, LLC Brokerage Details

Total Assets Under Management

$611,275,981

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

23

MO Average: 458
Total Number of Accounts

2,470

MO Average: 33,415
Average Account Size

$247,480

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

Nickolas Pilipchuk Work History

Nickolas has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Benjamin F. Edwards Wealth Management, LLC'

2013 - Present (11 years)

Benjamin F Edwards & Co

2011 - 2013 (2 years)

Wells Fargo Advisors LLC

*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 Nickolas Pilipchuk 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 Wealth Management, LLC

Kyle Steele
Saint Louis, MO
Derek Lunka
Saint Louis, MO
Nickolas Pilipchuk
Saint Louis, MO
Connor Dunlop
Saint Louis, MO
Blake Dunlop
Saint Louis, MO
Ryan Stephen
Saint Louis, MO
Brian Persson
Waterloo, IA
Dawn Pilipchuk-Kruth
Waterloo, IA

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started