Anastasia D Mawhinney
Investment adviser representative at Benjamin F. Edwards & Company, Incorporated
11 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
11 years in the industry.
- Benjamin F. Edwards & Company, Inc.Mar 2026 to now
- Bank of America, N.A.Jun 2023 to Mar 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2023 to Mar 2026
- Allen, Mooney, & Barnes Investment Advisors LLCSep 2021 to Dec 2021
- Full-time Student - Florida State UniversityJun 2019 to May 2023
- Full-time Student - High SchoolAug 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7753961
- Firm CRD
- 146936