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Timothy Moran

Benjamin F. Edwards & Company, Incorporated
21 Years of Experience
St. Louis, MO
1 DisclosureBroker
View SEC Summary
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Timothy Moran is a registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in St. Louis, MO, with 21 years of industry experience. Timothy 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

One North Brentwood Blvd, Suite 850, St. Louis, MO, 63105

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History

Regulatory History (1)
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Criminal
November 1986
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Timothy serves as a trustee for the Irma Moran Irrev Trust, dedicating a few hours per week to this activity. This work is performed outside of market hours.

Employment History
Current Registrations
Benjamin F. Edwards & Company, Incorporated
December 2012 - Present · 13 yrs 10 mos
Benjamin F. Edwards & Company, INC.
June 2012 - Present · 14 yrs 4 mos
Benjamin F. Edwards & Company, INC.Broker
June 2012 - Present · 14 yrs 4 mos
Previous Registrations
Wachovia Securities, LLCBroker
January 2008 - May 2008 · 4 mos
A. G. Edwards & Sons, INC.Broker
January 2001 - January 2008 · 7 yrs
State Registrations2 states
ILMO
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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