TrueAdvisor
TrueAdvisor
AS
AS

Amy Barczuk Schiel

Benjamin F. Edwards & Company, Incorporated
3 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Benjamin F. Edwards & Company, Incorporated
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
479 advisors
Number of Clients
30,126 clients
Average Client Portfolio
$520K average
Assets Under Management
$15.7B

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$125

Location

Highlands Ranch, CO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Benjamin F. Edwards & Company, Incorporated
October 2022 - Present · 3 yrs 4 mos
Benjamin F. Edwards & Company, INC.
September 2022 - Present · 3 yrs 5 mos
Benjamin F. Edwards & Company, INC.Broker
September 2022 - Present · 3 yrs 5 mos
State Registrations20 states
AZCACOFLIAILKSMIMNMTNCNMNVNYTNTXUTVAWIWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.