Megan Elizabeth Shroff
Investment adviser representative at Benjamin F. Edwards & Company, Incorporated
12 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
12 years in the industry.
- Benjamin F. Edwards & Company, Inc.Feb 2025 to now
- Benjamin F. EdwardsJan 2024 to now
- Northwestern MutualAug 2023 to Dec 2023
- Hy-vee, Inc.Jan 2023 to Jul 2023
- Stratman SportsMay 2021 to Dec 2022
- University of MissouriSep 2019 to Apr 2021
- Catholic Youth Council - Archdiocese of St. LouisAug 2014 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 7804152
- Firm CRD
- 146936