Shawn
Corey

Benjamin F. Edwards & Company, Inc

CRD#6734309
Investment Advisor
in Painted Post, NY

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About this Advisor

Shawn Corey is a financial advisor who works in Painted Post, New York with 6 years of relevant experience. Corey is currently employed by Benjamin F. Edwards & Company, Inc. Throughout their career, they have worked at Steuben County and Benjamin F Edwards & Co. Corey maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in New York and Texas. Benjamin F. Edwards & Company, Inc is a registered investment firm operating out of Saint Louis, MO. The investment advisory business has offices in 87 locations and a total of 702 financial advisors. It has $11 billion in assets under management across its 42,128 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to 87 charitable organizations. Benjamin F. Edwards & Company, Inc performs a broad assortment 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. Fees charged by financial advisors largely are based on the financial services provided. However, fees billed by Benjamin F. Edwards & Company, Inc may 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

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

Shawn Corey Work History

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

2016 - Present (8 years)

Benjamin F Edwards & Co

2011 - 2016 (5 years)

Steuben County

*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 Shawn Corey 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

Christopher Hooker
Saint Louis, MO
Susan Frigerio
Saint Louis, MO
Arthur Laine
Peoria, IL
Louis Howell
Saint Louis, MO
Lance Greco
Saint Louis, MO
James Wormley
Saint Louis, MO
Scott Critchfield
Saint Louis, MO
Dennis Anderson
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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