Grace Caroline Guingon
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.Oct 2024 to now
- Benjamin F. EdwaredsJul 2024 to now
- Regency Wealth ManagementDec 2023 to May 2024
- Columbia Bank New JerseyJun 2023 to Aug 2023
- Cafe AmiciMay 2022 to Jul 2023
- Liberty UniversityAug 2021 to May 2024
- Top of the Hill Day CampJul 2019 to Aug 2023
- Hawthorne Christian AcademySep 2017 to Jun 2021
- Midland Park Junior/senior HighschoolSep 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7962534
- Firm CRD
- 146936