Reno, NV Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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.
Expertise
Occupation focus
Location
5370 Kietzke Ln., Suite 104
Reno NV 89511
Advisors at this office
4
Advisors at this office
Craig B
Series 66
Reno, NV
Benjamin F. Edwards & Company, Inc.
Craig Belis is a financial advisor at Benjamin F. Edwards & Company, Inc., holding a Series 66 designation with 16 years of industry experience. He has worked at Benjamin F. Edwards since 2018 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he co-owns a commercial production company, Brand New Pictures, with his spouse. Benjamin F. Edwards & Company serves a diverse client base including individuals, pension plans, charitable organizations, and corporations, offering fee-based wrap programs, financial planning, and investment management consulting. The firm utilizes a range of strategies managed internally and by third parties, with ongoing portfolio monitoring and rebalancing overseen by an Investment Strategy Committee.
Christopher C
Series 63
Reno, NV
Benjamin F. Edwards & Company, Inc.
Christopher Cook is a financial advisor at Benjamin F. Edwards & Company, Inc. with 44 years of industry experience. He has worked at Benjamin F. Edwards & Co. since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He holds the Series 63 designation. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management consulting, utilizing strategies managed by internal and third-party managers and maintaining an in-house trading desk.
Christopher G
CFP®, Series 63, Series 65
Reno, NV
Benjamin F. Edwards & Company, Inc.
Christopher Gant is a CFP® professional with 42 years of industry experience. He has been with Benjamin F. Edwards & Company, Inc. since 2018, and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he teaches a Stocks and Bonds course at Truckee Meadows Community College and coaches ski racing at Galena High School. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, institutions, and charitable organizations. The firm offers a range of fee-based wrap programs and investment management services, utilizing both internal and third-party strategies across various asset classes.
Michael Z
Series 63, Series 66
Reno, NV
Benjamin F. Edwards & Company, Inc.
Michael Zunini is a financial advisor with Benjamin F. Edwards & Company, Inc. in Reno, NV, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Benjamin F. Edwards in 2018. 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 variety of fee-based wrap programs and investment management services, utilizing both proprietary and third-party strategies, and supports a large network of employee and independent advisors.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")