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Important Disclosures

We believe it is important that our clients fully understand our business relationships and how they may affect the way our products and services are provided; therefore, the following documents are provided for review:

  • Regulation Best Interest Disclosures
  • Benjamin F. Edwards Relationship Summary Disclosure
  • Comparing Brokerage and Advisory Accounts
  • Investment Advisory Program Disclosures
  • Revenue Sharing Disclosure
  • DOL Fiduciary Acknowledgement Disclosures
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  • Characteristics and Risks of Closed-End Funds
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  • Margin Accounts
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  • Insured Deposit Program Terms & Conditions
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    • Insured Deposit Program Rate Disclosure
  • Business Continuity
  • MSRB Investor Brochure Disclosure
  • Member SIPC

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Benjamin F. Edwards® 1 N Brentwood Blvd, Ste 850 St. Louis, Missouri 63105 TF (855) 382-1600
© 2022 Benjamin F. Edwards. All rights reserved. Terms of Use.

Benjamin F. Edwards® & Co. (“BFE”) is a dually-registered broker-dealer and investment adviser and member of FINRA and SIPC, and its affiliate Benjamin F. Edwards Wealth ManagementSM LLC, d/b/a Edwards Wealth Management (“EWM”) is an SEC-registered investment adviser. BFE and EWM are affiliates through their common ownership by Benjamin Edwards, Inc. Depending on the context, the names “Benjamin F. Edwards®”, “Benjamin Edwards” or “Edwards” can refer to either EWM, BFE or both.

BENJAMIN F. EDWARDS CLIENT RELATIONSHIP SUMMARY
EDWARDS WEALTH MANAGEMENT CLIENT RELATIONSHIP SUMMARY