Northfield, NJ Office
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Benjamin F. Edwards & Company, Incorporated
Enterprise
Firm-wide stats for Benjamin F. Edwards & Company, Incorporated
About
Benjamin F. Edwards & Company is an SEC‑registered investment adviser and broker‑dealer that serves a broad client base—individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, corporations and other institutions—through fee‑based wrap programs, financial planning, retirement plan consulting, investment management consulting and plan‑participant services. The firm’s scale includes several hundred advisors and tens of billions in assets under management, and it supports both employee and affiliated independent‑contractor advisors.
BFE delivers advice through consolidated discretionary and non‑discretionary wrap programs that use strategies managed by BFE, its financial advisors, and third‑party managers; offerings include mutual‑fund and ETF model strategies, active and passive ETF portfolios, equity and fixed‑income portfolios, separately managed accounts, a UMA overlayed by BNY Mellon Advisors, tax transition strategies, and private/ custom portfolios. Models and portfolios are monitored and rebalanced on a periodic basis and reviewed by an Investment Strategy Committee, and the firm discloses the use of both strategic multi‑year allocations and more tactical adjustments where appropriate.
Operationally the firm combines custody and execution features that are less common among peers: Pershing is disclosed as the primary qualified custodian for wrap accounts, yet BFE’s wrap‑fee services explicitly include custody and clearance of securities, the firm handles certain assets held with issuers or alternative custodians (with separate invoicing where required), and it operates an internal equity and fixed‑income trading desk. BFE also functions as a broker‑dealer, an insurance agency, and provides occasional M&A advice; its brochure discloses recent regulatory matters (FINRA and SEC findings) and subsequent remedial steps, signaling an emphasis on enhanced supervisory and operational controls following those events.
Location
811 Tilton Road
Northfield NJ 08225
Advisors at this office
5
Advisors at this office
Joseph B
CFP®, Series 66
Northfield, NJ
Benjamin F. Edwards & Company, Inc.
Joseph Barrett Jr. is a CFP® with six years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. He previously worked for eight years at Ford Scott & Associates, LLC. Barrett is based in Northfield, NJ. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and consulting services, with a range of investment strategies monitored by an Investment Strategy Committee.
Anthony L
Series 66
Northfield, NJ
Benjamin F. Edwards & Company, Inc.
Anthony Libero is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to joining Benjamin F. Edwards, he held roles at This Cigna Group and The Deauville Inn, and he has a background that includes work at Penn State University and The Home Depot. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers fee-based wrap programs, financial planning, retirement consulting, and investment management consulting through a variety of discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.
Steven M
Series 63, Series 65
Northfield, NJ
Benjamin F. Edwards & Company, Inc.
Steven Michalkowski is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to joining Benjamin F. Edwards, he worked at UBS Financial Services and Bank of America. He serves as Treasurer for the Board of Trustees at Lacey United Methodist Church, overseeing funds from an upcoming property sale intended for capital improvements. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of investment strategies and managed portfolios, supported by an internal trading desk and an Investment Strategy Committee that reviews and rebalances portfolios regularly.
Craig B
CFP®, Series 63
Northfield, NJ
Benjamin F. Edwards & Company, Inc.
Craig Blum is a financial advisor at Benjamin F. Edwards & Company, Inc. with 27 years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining Benjamin F. Edwards in 2026, he worked for UBS Financial Services for 12 years. Blum is also involved in a family-owned business, Cheri Blum Studios. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, corporations, and other institutions. The firm offers a variety of fee-based wrap programs, financial planning, retirement consulting, and investment management services, utilizing both proprietary and third-party managed strategies.
Peter T
CFP®, Series 63
Northfield, NJ
Benjamin F. Edwards & Company, Inc.
Peter Tampellini is a CFP® professional with 35 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2012. He holds a Series 63 license and is based in Northfield, NJ. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs and investment management services, utilizing both strategic multi-year allocations and tactical adjustments across various models and portfolios.
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