Steven
Potter

Benjamin F. Edwards & Company, Inc

CRD#4124281
Investment Advisor
in Saint Louis, MO

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About this Advisor

Steven Potter is a financial advisor operating out of Saint Louis, Missouri who has 7 years of industry experience. Potter is on the advisory team at Benjamin F. Edwards & Company, Inc. Over the course of their career, Potter has held roles at Stifel Nicolaus & Co Inc and Benjamin F Edwards & Co. Potter maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and is able to work in Oregon and Texas. Benjamin F. Edwards & Company, Inc is an advisory business based out of Saint Louis, MO. The investment advisory business has offices in 87 locations and a total of 702 employees. It oversees $11 billion in assets under management between its 42,128 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 87 charities and foundations. Benjamin F. Edwards & Company, Inc has 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. Financial advisory fee schedules largely are based on the type of services offered. Fees charged by Benjamin F. Edwards & Company, Inc likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

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

Steven Potter Work History

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

2016 - Present (8 years)

Benjamin F Edwards & Co

2013 - 2015 (2 years)

Stifel Nicolaus & Co Inc

*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 Steven Potter 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

Aaron Mabley
Saint Louis, MO
Eric Anderson
Woodstock, IL
Laurie Dickson
Saint Louis, MO
Joshua Hayes
Hudson, CO
James Dombrowski
Saint Louis, MO
Steven Potter
Saint Louis, MO
Scott Critchfield
Saint Louis, MO
Brian Randall
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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