Peter
Mccarthy

Benjamin F. Edwards & Company, Inc

CRD#2333097
Investment Advisor
in Saint Louis, MO

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About this Advisor

Peter Mccarthy is a financial advisor working out of Saint Louis, Missouri, who has 12 years of work experience. Mccarthy is on the advisory team at Benjamin F. Edwards & Company, Inc. They have spent their complete time as a financial advisor at Benjamin F. Edwards & Company, Inc. Mccarthy maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to operate in Missouri. Benjamin F. Edwards & Company, Inc is an advisory company that has its headquarters in Saint Louis, Missouri. The firm has offices in 78 locations and a total of 649 employees. It handles $12 billion in assets under management among its 37,954 accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advice to 75 charities and foundations. Of its 37,954 customer accounts, just 1% are held by high-net-worth clients who have more than $1 million in assets. Benjamin F. Edwards & Company, Inc performs a number 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 for financial management largely vary depending on which services the firm provides the client. However, fees charged by Benjamin F. Edwards & Company, Inc may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

12 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 Blvd. Suite 850
Saint Louis, MO 63105

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Benjamin F. Edwards & Company, Inc Brokerage Details

Total Assets Under Management

$12,398,563,533

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

649

MO Average: 458
Total Number of Accounts

37,954

MO Average: 33,415
Average Account Size

$326,673

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

Peter Mccarthy Work History

Peter has 12 years of experience.

2010 - Present (12 years)

Benjamin F. Edwards & Company, Inc

Disclosures

Peter Mccarthy has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Benjamin F. Edwards & Company, Inc

Andrea Ehle
Panama City, FL
Richard Stone
Saint Louis, MO
Elaine Conway
Saint Louis, MO
Troy Cox
Saint Louis, MO
Nicole Brusher
Panama City, FL
Charles Blatz
Saint Louis, MO
Louis Howell
Saint Louis, MO
David Claggett
Saint Louis, MO

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, 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, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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

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