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Sarah Robertson

Benjamin F. Edwards & Company, Inc.

Greenwood Village, CO

St. Louis, MO

Denver, CO

CRD 7618218

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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
TX RA APPROVED_RES 2026-01-20
CO RA APPROVED 2022-10-26
  • TX RA
    APPROVED_RES
    Since 2026-01-20
  • CO RA
    APPROVED
    Since 2022-10-26

Branch Locations

5445 Dtc Parkway Suite 1020, Greenwood Village, CO 80111 • United States

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

Denver, CO • 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
Benjamin F. Edwards Greenwood Village CO 08/2022 Present
Ovintiv Services Inc. Denver CO 04/2019 07/2022
Crestone Peak Resources Denver CO 08/2016 04/2019
  • 08/2022 → Present
    Benjamin F. Edwards
    Greenwood Village, CO
  • 04/2019 → 07/2022
    Ovintiv Services Inc.
    Denver, CO
  • 08/2016 → 04/2019
    Crestone Peak Resources
    Denver, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-20
  • S66 Uniform Combined State Law Examination
    2022-10-20
Other Names
  • Sarah Barczuk

View on SEC IAPD

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Nearby Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO

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