Susan
Frigerio

Benjamin F. Edwards & Company, Inc

CRD#5557601
Investment Advisor
in Saint Louis, MO

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About this Advisor

Susan Frigerio is a financial advisor working in Saint Louis, Missouri who has 6 years of industry experience. Frigerio is an advisor for Benjamin F. Edwards & Company, Inc. Over the course of their career, Frigerio has held roles at Benjamin F Edwards & Co and Summit Strategies Group. Frigerio holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Missouri. Benjamin F. Edwards & Company, Inc is a financial advisory firm that has its headquarters in Saint Louis, MO. The company has offices in 87 locations and a total of 702 employees. It controls $11 billion in assets among its 42,128 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 87 charities and foundations. 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. Financial management fee schedules typically are based on the services. However, fees billed by Benjamin F. Edwards & Company, Inc can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

6 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 Blvd, 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

Susan Frigerio Work History

Susan has been registered as a financial advisor for 6 years.*

2014 - Present (10 years)

Benjamin F Edwards & Co

2013 - 2014 (1 year)

Summit Strategies Group

*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 Susan Frigerio 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

Jo-Ann La Pan
Saint Louis, MO
Scott Critchfield
Saint Louis, MO
James Dombrowski
Saint Louis, MO
Arthur Laine
Peoria, IL
Dennis Anderson
Saint Louis, MO
Kristin Jackson
Chesterton, IN
Brian Randall
Saint Louis, MO
Suzanne Markus
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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