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Matthew Budd Wormley

Benjamin F. Edwards & Company, Inc.

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About Matthew Budd Wormley

Matthew Wormley is a financial advisor with Benjamin F. Edwards & Company, Inc. in Woodstock, Illinois. Matthew has been in the industry since 2013. Matthew is registered with FINRA and holds the Series 7, Series 66, and SIE licenses. Matthew has a long history of helping clients achieve their financial goals. Matthew specializes in providing financial planning, portfolio management, and investment advice to individuals and families. Matthew also works with businesses and pension plans.

Firm Information

Matthew Wormley is currently registered with Benjamin F. Edwards & Company, Inc.. Benjamin F. Edwards & Company, Inc. is a Corporation headquartered in ST. LOUIS, MO, United States. Established in 2008, the firm provides financial planning, pension consulting, educational seminars, and other advisory services. The firm's assets under management are over $13 billion and they have a network of 518 registered representatives serving individual and institutional clients. They are registered with the SEC and in 53 states.
Benjamin F. Edwards & Company, Inc.

ONE NORTH BRENTWOOD BOULEVARD

ST. LOUIS, MO 63105

$13.16B

Assets Under Management

23

Total Clients

493

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Wormley’s Registration & Firm History

IL

11/06/2014 - Present

Benjamin F. Edwards & Company, Inc. (WOODSTOCK IL)

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Licenses & Designations

BOTH

Issued 01/22/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/11/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Budd Wormley.
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