David Norris Polhill
Investment adviser representative at Benjamin F. Edwards & Company, Incorporated
7 yearsExperience
1 stateRegistered 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
7 years in the industry.
- Benjamin F. Edwards & Company, Inc.Dec 2023 to now
- Benjamin F. EdwardsNov 2023 to now
- David N. Polhill, Sole ProprietorSep 2022 to now
- Core Values Wealth Management LLCMar 2023 to Nov 2023
- Fidelity Personal and Workplace AdvisorsJul 2018 to Nov 2022
- Strategic Advisers LLCMay 2016 to Jul 2018
- Fidelity Brokerage Services LLCApr 2016 to Nov 2022
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 6108934
- Firm CRD
- 146936