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 operating out of Saint Louis, Missouri, who has 10 years of financial industry experience. Lewis works at Benjamin F. Edwards & Company, Inc. They have worked at Benjamin F. Edwards & Company, Inc for their whole career. Lewis maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to work in Georgia. Benjamin F. Edwards & Company, Inc is an advisory business that has its headquarters in Saint Louis, Missouri. The investment advisory business has offices in 74 locations and a total of 509 people on staff. It administers $8 billion in assets under management across its 29,895 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 66 charitable organizations. Of its 29,895 client accounts, just 10% are associated with high-net-worth individuals who have more than $1 million in assets. The business has 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 advisory fee schedules usually are based on which services are offered. However, fee types charged by Benjamin F. Edwards & Company, Inc likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

10 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

$8,368,791,115

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

509

MO Average: 458
Total Number of Accounts

29,895

MO Average: 33,415
Average Account Size

$279,939

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 10 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

Monnye Furr
Saint Louis, MO
Richard Cardin
Saint Louis, MO
Roland Deliniere
Saint Louis, MO
Craig Schermerhorn
Saint Louis, MO
Jeffrey Wolfe
Saint Louis, MO
Timothy Platt
Saint Louis, MO
Robert Simmons
Hattiesburg, MS
Richard Pignone
Hamden, CT

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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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