Susan
Lewis

Benjamin F. Edwards & Company, Inc

CRD#2052187
Investment Advisor
in Saint Louis, MO

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About this Advisor

Susan Lewis is a certified financial planner who works out of Saint Louis, Missouri, who has been in the advisory business for 12 years. Lewis is an employee of Benjamin F. Edwards & Company, Inc. They have spent their whole employment at Benjamin F. Edwards & Company, Inc. Lewis maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and is able to serve investors in Georgia. Benjamin F. Edwards & Company, Inc is an advisory business operating in Saint Louis, Missouri. It has offices in 78 locations and a total of 649 people on staff. It oversees $12 billion in total assets across its 37,954 client accounts, placing it among the largest firms in the nation by assets under management. The firm advises 75 charitable organizations. Of its 37,954 client accounts, just 1% are associated with high-net-worth investors who have at least $1 million in investable assets. The advisory firm has a wide range 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 management fee schedules typically vary depending on the type of services. However, fees charged by Benjamin F. Edwards & Company, Inc most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

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 Boulevard 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

Susan Lewis Work History

Susan has 12 years of experience.

2010 - Present (12 years)

Benjamin F Edwards & Co

Disclosures

Susan Lewis has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Benjamin F. Edwards & Company, Inc

David Claggett
Saint Louis, MO
Quinten Spivey
Saint Louis, MO
Thomas Luttrell
Birmingham, AL
Jeffrey Luechtefeld
Saint Louis, MO
Robert Patrick
Saint Louis, MO
Brent Wilhelm
Saint Louis, MO
Patricia Jenks
Saint Louis, MO
James Williams
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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