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CFP

Todd Leonhardt

Benjamin F. Edwards & Company, Incorporated
38 Years of Experience
Red Bank, NJ
Broker
View SEC Summary
View SEC Summary

Todd Leonhardt is a CFP-designated registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in Red Bank, NJ, with 38 years of industry experience. Todd is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 33,057 clients with $19B in assets under management.

Benjamin F. Edwards & Company, Incorporated
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
519 advisors
Number of Clients
33,057 clients
Average Client Portfolio
$572K average
Assets Under Management
$18.9B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Minimum Annual Fee:$125
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum total wrap fee is 2.50% annually, combining advisor and manager fees. Specific strategy rates vary, and fees are fully negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

125 Half Mile Road, Suite 104, Red Bank, NJ, 07701

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Todd is a school board member for the Manasquan Board of Education, dedicating minimal time. He also serves as custodian for his goddaughter's investment account, which requires minimal time.

Employment History
Current Registrations
Benjamin F. Edwards & Company, INC.Broker
August 2011 - Present · 15 yrs 2 mos
Benjamin F. Edwards & Company, Incorporated
August 2011 - Present · 15 yrs 2 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
January 2008 - August 2011 · 3 yrs 7 mos
Wells Fargo Advisors, LLC
January 2008 - August 2011 · 3 yrs 7 mos
A. G. Edwards & Sons, INC.
October 2003 - January 2008 · 4 yrs 3 mos
A. G. Edwards & Sons, INC.Broker
September 1992 - January 2008 · 15 yrs 4 mos
Thomas James Associates, INC.Broker
January 1990 - October 1992 · 2 yrs 9 mos
Hibbard Brown & CO., INC.Broker
June 1988 - February 1990 · 1 yr 8 mos
Donald & CO. Securities INC.Broker
May 1988 - June 1988 · 1 mo
State Registrations33 states
ALARAZCACOCTDEFLGAHIIAILMAMDMEMINCNHNJNMNVNYOHORPASCTNTXUTVAVTWAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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