Nayelli Sanchez
Investment adviser representative at Benjamin F. Edwards & Company, Incorporated
10 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
10 years in the industry.
- Benjamin F. Edwards & Company, Inc.Jan 2025 to now
- The Region OutlawsAug 2023 to Dec 2023
- WalmartMay 2021 to Dec 2024
- Aurora UniversitySep 2020 to May 2024
- Old NavyAug 2019 to Sep 2020
- Wendy'sApr 2018 to Aug 2019
- Elgin High SchoolAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 8030581
- Firm CRD
- 146936