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Wayne A Meland

Investment adviser representative at Benjamin F. Edwards & Company, Incorporated
17 yearsExperience
2 statesRegistered in
$18.9BFirm assets
16 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

17 years in the industry.

  1. Benjamin F. Edwards & Company, Inc.Apr 2019 to now
  2. Morgan Stanley Private Bank, National AssociationJan 2015 to Apr 2019
  3. Morgan Stanley Smith BarneyJun 2009 to Apr 2019

Exams passed

  • Series 66 · Uniform Combined State Law1999

State registrations

Registered as an investment adviser representative in 2 states (FL, TX).

Benjamin F. Edwards & Company, Incorporated

$18.9BAssets managed
33,057Clients
514Advisers
16 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3206339
Firm CRD
146936
Advisor's SEC record (opens in a new tab)
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