PW
Peter A. Weil
BENJAMIN F. EDWARDS & COMPANY
Salida, CO
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CRD#: 731038
PW
Professional summary
Peter Andrew Weil is a registered financial advisor currently at BENJAMIN F. EDWARDS & COMPANY, INC. located in Salida, Colorado.
Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1981. Peter has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 5 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 03/15/2016 - Peter Weil Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date 12/29/2015 - 120 Hours Per Month/ 120 Hours During Securities Trading 2. 03/07/2016 - Vinyassa Sailing LLC - Not Investment Related - 411 Walnut St. #37 Green Cove Springs, FL 32043 - Sailboat Charter Business - Start Date 02/24/2016 - 10 Hours Per Month/ 0 Hours During Securities Trading 3. 4/4/2016 - Peter Weil Financial Group, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 160 Hours Per Month During Securities Trading 4. Golden B Farm; Not Investment-Related; Tampa, FL; small farm; 100% ownership; Start Date: 4/1/2023; 10 Hours Per Month; 8 hours per month during trading hours; allowing a couple to grow mangos on it, so eventually this farm will have income from mango sales. At this time there is no income for the property and duties are limited to paying bills
CRS (Client Relationship Summary) - RIA
Click below to view Peter Andrew Weil's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Peter Andrew Weil's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 18, 2025 - Present
BENJAMIN F. EDWARDS & COMPANY, INC.
RIA
BD
CRD#: 146936
Salida, CO
Current
August 18, 2025 - Present
BENJAMIN F. EDWARDS & COMPANY, INC.
RIA
BD
CRD#: 146936
Salida, CO
Past
September 14, 2015 - August 21, 2025
LPL FINANCIAL LLC
RIA
CRD#: 6413
SAINT PETERSBURG, FL
Past
September 11, 2015 - August 21, 2025
LPL FINANCIAL LLC
BD
CRD#: 6413
SAINT PETERSBURG, FL
Past
June 15, 2007 - September 25, 2015
RBC CAPITAL MARKETS, LLC
RIA
CRD#: 31194
ST. PETERSBURG, FL
Past
June 15, 2007 - September 25, 2015
RBC CAPITAL MARKETS, LLC
BD
CRD#: 31194
ST. PETERSBURG, FL
Past
January 1, 1999 - June 18, 2007
A. G. EDWARDS & SONS, INC.
RIA
CRD#: 4
DENVER, CO
Past
January 18, 1982 - June 18, 2007
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
DENVER, CO
Past
June 11, 1981 - December 8, 1981
B & L SECURITIES CORPORATION
BD
CRD#: 8611
Past
May 18, 1981 - July 22, 1981
WORLD CAPITAL BROKERAGE, INC.
BD
CRD#: 37
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BF
BENJAMIN F. EDWARDS & COMPANY, INC.
BENJAMIN F. EDWARDS | MSHB, LLC | MSHB | BENJAMIN F. EDWARDS & COMPANY, LLC | BENJAMIN F. EDWARDS & COMPANY, INCORPORATED | BENJAMIN F. EDWARDS & COMPANY, INC. | BENJAMIN F. EDWARDS & COMPANY
CRD#: 146936 / SEC#: 801-71421, 8-68023
RIA
Registered Investment Advisory firm - SEC (5/6/2010 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(8/18/2025)
RR
California(8/18/2025)
RR
Colorado(8/18/2025)
IAR
Colorado(8/18/2025)
RR
Connecticut(8/18/2025)
RR
Delaware(8/18/2025)
RR
District of Columbia(8/20/2025)
RR
Florida(8/18/2025)
IAR
Florida(8/19/2025)
RR
Georgia(8/18/2025)
RR
Hawaii(8/19/2025)
RR
Illinois(8/18/2025)
RR
Indiana(8/29/2025)
RR
Maryland(8/18/2025)
RR
Massachusetts(8/19/2025)
RR
Michigan(8/18/2025)
RR
Minnesota(8/21/2025)
RR
Montana(8/18/2025)
RR
New Jersey(8/18/2025)
RR
New Mexico(8/18/2025)
RR
New York(8/18/2025)
RR
North Carolina(8/18/2025)
RR
Ohio(8/18/2025)
RR
Oregon(8/18/2025)
RR
Pennsylvania(8/18/2025)
RR
South Carolina(8/18/2025)
RR
Texas(8/18/2025)
IAR
Texas(8/18/2025)
RR
Utah(8/18/2025)
RR
Vermont(8/18/2025)
RR
Virginia(8/18/2025)
RR
Washington(8/18/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 5
Date: 12/15/1982
Interest Rate Options ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BF
BENJAMIN F. EDWARDS & COMPANY, INC.
BENJAMIN F. EDWARDS | MSHB, LLC | MSHB | BENJAMIN F. EDWARDS & COMPANY, LLC | BENJAMIN F. EDWARDS & COMPANY, INCORPORATED | BENJAMIN F. EDWARDS & COMPANY, INC. | BENJAMIN F. EDWARDS & COMPANY
CRD#: 146936 / SEC#: 801-71421, 8-68023
RIA
Registered Investment Advisory firm - SEC (5/6/2010 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information
Main Address
One North Brentwood Blvd, Suite 850 Suite 850, St. Louis, MO 63105
Mailing Address
One North Brentwood Blvd, Suite 850, St. Louis, MO 63105
Phone number
(314) 726-1600
Established
Missouri since 08/19/2008
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
736
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BENJAMIN EDWARDS, INC. | OWNER | |
| BAUMANN, NEAL JAMES | DIRECTOR/REGIONAL DIRECTOR | 1480636 |
| BRANDSTADT, TODD HEINRICH | DIRECTOR/DIRECTOR OF BRANCHES | 2631699 |
| DELINIERE, ROLAND HAROLD | DIRECTOR/REGIONAL DIRECTOR | 1038322 |
| EDWARDS, BENJAMIN FRANKLIN | DIRECTOR/ASSISTANT DIRECTOR OF BRANCHES | 6670972 |
| EDWARDS, BENJAMIN FRANKLIN IV | CHAIRMAN/CHIEF EXECUTIVE OFFICER, PRESIDENT | 1061490 |
| FELLOWS, MARK PATTERSON | DIRECTOR/REGIONAL DIRECTOR | 1600661 |
| HANSON, DAVID WILLIAM | DIRECTOR | 715793 |
| KELLER, CHRISTOPHER M | DIRECTOR/DIRECTOR OF OPERATIONS, TECHNOLOGY & ANALYTICS | 4346617 |
| MARTIN, THOMAS HAYDEN JR | DIRECTOR/CHIEF FINANCIAL OFFICER | 1459719 |
| MUCKLER, MATTHEW PAUL | CHIEF COMPLIANCE OFFICER, ADVISORY | 4762147 |
| RUBENSTEIN, DOUGLAS DAVID | DIRECTOR/COO AND DIRECTOR OF CAPITAL MARKETS | 1138380 |
| SALAMON, MATTHEW R | DIRECTOR/CORPORATE SECRETARY & DIRECTOR OF LAW & LEGAL SERVICES, CHIEF COUNSEL | 1858581 |
| STEVENS, KATELYN CLARE | CHIEF COMPLIANCE OFFICER, BROKERAGE | 5752247 |
| WELKER, JOANNE MARIE | DIRECTOR/MANAGER ADVISORY SERVICES | 2300075 |
| WHITING, CHRISTOPHER MARK | DIRECTOR OF FINANCIAL STRATEGIES GROUP | 2242513 |
| WISDOM, BILLY JOE | DIRECTOR/DIRECTOR OF REGULATORY & OVERSIGHT SERVICES | 1810908 |
Regulatory assets under management
| Total Number of Accounts | 49,475 |
| AUM (Assets Under Management) | $ 15,656,482,908 |
Disclosures
| Regulatory Event | 2 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/23/2025 | ||
| 12/20/2023 | ||
| 10/28/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
