Matthew David Smith
Investment adviser representative at Benjamin F. Edwards Wealth Management, LLC
20 yearsExperience
1 stateRegistered in
$705.4MFirm assets
8 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
20 years in the industry.
- Benjamin F. Edwards Wealth Management, LLCSep 2022 to now
- Benjamin F EdwardsJul 2018 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Jul 2018
- Wells Fargo Advisors LLCApr 2010 to Nov 2016
- Wachovia Bank, N.A.Jun 2006 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (SC).
Benjamin F. Edwards Wealth Management, LLC
$705.4MAssets managed
1,104Clients
6Advisers
8 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
- 5415650
- Firm CRD
- 297750