Rachel
Lenhardt

Benjamin F. Edwards & Company, Inc

CRD#7387527
Investment Advisor
in Painted Post, NY

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About this Advisor

Rachel Lenhardt is a financial advisor working out of Painted Post, New York. Lenhardt is on the advisory team at Benjamin F. Edwards & Company, Inc. Over the course of their career, they have held roles at Radisson Hotel Corning, Ups and Benjamin F. Edwards. Lenhardt holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in New York. Benjamin F. Edwards & Company, Inc is a company based in Saint Louis, MO. It has offices in 87 locations and a total of 702 people on staff. It has $11 billion in total assets between its 42,128 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 87 charitable organizations. The advisory firm has a diverse assortment 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 vary depending on the services offered. Fees billed by Benjamin F. Edwards & Company, Inc most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

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

310 Town Center Road Suite 201
Painted Post, NY 14870

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Benjamin F. Edwards & Company, Inc Brokerage Details

Total Assets Under Management

$11,262,450,812

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

702

NY Average: 458
Total Number of Accounts

42,128

NY Average: 33,415
Average Account Size

$267,339

NY 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

Rachel Lenhardt Work History

Rachel has been registered as a financial advisor for 0 years.*

2021 - Present (3 years)

Benjamin F. Edwards

2020 - 2021 (1 year)

Ups

2011 - 2020 (9 years)

Radisson Hotel Corning

*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 Rachel Lenhardt 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

Steven Potter
Saint Louis, MO
Louis Howell
Saint Louis, MO
Steven Phillips
Saint Louis, MO
Aaron Mabley
Saint Louis, MO
Michelle Boyum
Minneapolis, MN
Eric Anderson
Woodstock, IL
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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