Best Investors Account Sign in
Inactive

Richard Patrick Mcdonald

Benjamin F. Edwards & Company, Inc.

St. Louis, MO

St. Louis, MO

St. Louis, MO

CRD 5391660

Claim This Profile
Employer firm

Benjamin F. Edwards & Company, Inc. CRD 146936

$18.9B regulatory AUM 23 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Benjamin F. Edwards & Company, Inc.

One North Brentwood Boulevard Suite 850, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2026-05-18
  • MO RA
    APPROVED
    Since 2026-05-18

Branch Locations

One North Brentwood Boulevard Suite 850, St. Louis, MO 63105 • United States

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

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Moneta Group Investment Advisors St. Louis MO 02/2010 11/2021
Moneta Group Investment Advisors, Llc St. Louis MO 11/2021 09/2025
Moneta Group Investment Advisors, Llc St. Louis MO 09/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-06-25
  • S65 Uniform Investment Adviser Law Examination
    2007-06-25

View on SEC IAPD

Nearby Firms

UNIVERSAL FINANCIAL ADVISORS, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

BRIAN CHRISTOPHER LOCK
WILLIAM BERNARD ALBAIR
Stephanie Louise Longanecker

Nearby Offices

UNIVERSAL FINANCIAL ADVISORS, LLC · ST. LOUIS, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · KIRKWOOD, MO

More in St. Louis, MO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor