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Clifford Bryan

Benjamin F. Edwards & Company, Incorporated
32 Years of Experience
Chesterton, IN
2 DisclosuresBroker
View SEC Summary
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Clifford Bryan is a registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in Chesterton, IN, with 32 years of industry experience. Clifford 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
518 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

751 E Porter Ave, Suite 6, Chesterton, IN, 46304

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2019
Settled
Customer Dispute
December 2005
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Clifford is the owner of Flyway Lodge Inn, a family-owned hunting lodge, and a 50% owner of J&B Properties LLC, a rental property management company. He also works as an adjunct professor at Valparaiso University, dedicating a few hours per week to teaching.

Employment History
Current Registrations
Benjamin F. Edwards & Company, INC.Broker
August 2018 - Present · 8 yrs 2 mos
Benjamin F. Edwards & Company, Incorporated
August 2018 - Present · 8 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
February 2009 - August 2018 · 9 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
February 2009 - August 2018 · 9 yrs 6 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - February 2009 · 1 yr 10 mos
Morgan Stanley & CO. Incorporated
April 2007 - February 2009 · 1 yr 10 mos
Morgan Stanley
November 2006 - April 2007 · 5 mos
Morgan Stanley Dw INC.Broker
January 2005 - April 2007 · 2 yrs 3 mos
A. G. Edwards & Sons, INC.Broker
July 1994 - February 2005 · 10 yrs 7 mos
State Registrations21 states
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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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