Derek Snaith Mcdaniel
Investment adviser representative at Benjamin F. Edwards & Company, Incorporated
21 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
21 years in the industry.
- Benjamin F. Edwards & Company, Inc.Jan 2025 to now
- Benjamin F. EdwardsJan 2025 to now
- Bank of America, N.A.Nov 2018 to Jan 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2018 to Jan 2025
- Kinetic Life Growth PartnersApr 2018 to Jul 2018
- Focal Point PartnersDec 2017 to Mar 2018
- Wacoal Sport Science CorpSep 2005 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 7023903
- Firm CRD
- 146936