Cedric
Edwards

Stifel Independent Advisors, LLC

CRD#4160346
Investment Advisor
in San Antonio, TX

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About this Advisor

Cedric Edwards is a financial advisor based in San Antonio, Texas, working with Stifel Independent Advisors, LLC. Cedric has previously held positions at Edward Jones and Stifel Independent Advisors, LLC. Cedric has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Cedric is part of Stifel Independent Advisors, LLC, which operates out of San Antonio, Texas. The firm has 79 offices and 190 employees. The firm manages assets totaling $3.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Stifel Independent Advisors, LLC includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 66

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, Fixed Fees, Commissions

Office Location

18965 Fm 2252
San Antonio, TX 78266

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Stifel Independent Advisors, LLC Brokerage Details

Total Assets Under Management

$3,556,518,775

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

190

TX Average: 458
Total Number of Accounts

9,973

TX Average: 33,415
Average Account Size

$356,615

TX 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

Cedric Edwards Work History

2022 - Present (2 years)

Stifel Independent Advisors, LLC

2000 - 2022 (22 years)

Edward Jones

Disclosures

Please visit the SEC profile of Cedric Edwards 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 Stifel Independent Advisors, LLC

Steven Sabol
Edinboro, PA
Dane Lucero
Saint Louis, MO
Jarriet Bluitt
Saint Louis, MO
Clay Jones
Saint Louis, MO
Zakary Tomlin
Saint Petersburg, FL
Matthew Schroeder
Saint Louis, MO
Matthew Lesko
Hunt Valley, MD
Joseph Oliver
Saint Louis, MO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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