Matthew Wormley, financial advisor Woodstock IL
90 score

Matthew Wormley

CRD Number: 6057776
Current Firm: Benjamin F. Edwards & Company, Incorporated

Matthew Wormley (CRD# 6057776) is an Investment Advisor Representative working at Benjamin F. Edwards & Company, Incorporated in Woodstock, IL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Benjamin F Edwards & Co Woodstock, IL Jan 2013 - Current 3
Accenture Chicago, IL Aug 2002 - Jan 2013 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2013
Contact Info for Matthew B. Wormley
Phone Number: 314-726-1600
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    4,221
    MILLIONS
  • Total Number of Accounts
    17,796
    ACCOUNTS
  • Average Account Value
    $237,214
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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