Advisor at B. Riley Wealth Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
B. Riley Wealth Advisors, Inc.
Location
Red Bank, NJ 07701
Credentials
Series 63, Series 65
Industry experience
30 years
Bradley Harrison is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at National Securities Corporation for eight years before joining B. Riley Wealth Advisors in 2022. Outside of his advisory role, he serves as President and CEO of Harrison Wealth Management, a holding company. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in assets across 274 advisors. The firm provides a wide range of services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans through various advisory programs and proprietary asset allocation models.
Based on B. Riley Wealth Advisors, Inc.
Financial planning services may be billed on a flat fee basis as negotiated
$0 - $250,000: 2.50% to 2.75% $250,000 - $1,000,000: 2.25% to 2.50% $1,000,000+: 1.75% to 2.00%
Commission-based fees for brokerage services through affiliated broker-dealer BRWM
Financial planning services may be billed on an hourly basis as negotiated
Account minimum: $25,000 (negotiable depending on client household, relationship, type, and size of account) Minimum fee: Annual account fee typically $75, may vary based on administrative/transaction fee schedule Fee-only: Financial planning and consulting fees negotiated individually, may be flat fee or hourly rate
2 10 Broad St., Suite 203/303
Red Bank, NJ 07701
New Jersey · Texas
B. Riley Wealth Advisors, Inc.
2022 - Present (4 years)
B. Riley Wealth Management
2022 - Present (4 years)
National Securities Coproration
2014 - 2022 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Middletown, NJ
Joseph C. Kelly & Associates, Inc.
Series 66
Farmingdale, NJ
Coastal Financial Advisors, Inc.
CFP®
Neptune, NJ
Pathways Financial Planning
Kristen provides unbiased, comprehensive financial planning with expertise in budgeting, retirement planning, investment strategies, tax planning, and major life transitions, including divorce. Her background in education - spending a decade teaching middle school English in San Francisco and Maine- gives her a unique perspective on guiding career changers through financial transitions. She is particularly passionate about working with Childfree individuals, early retirees (and the FIRE community), those navigating divorce, and those forging non-traditional financial paths. She offers hourly financial advice for those seeking one-time guidance or a cost-effective option, divorce planning for clients managing the financial complexities of separation, and ongoing financial planning for those who want continuous support in achieving their goals. Whether you're changing careers, planning for retirement, building wealth, or facing complex financial decisions, Kristen provides knowledgeable, compassionate guidance to help you create a plan that aligns with your goals and values.
CFP®, Series 63
Belmar, NJ
Integrated Asset Management, Inc.
Series 63, Series 65
Red Bank, NJ
Olson, Cross & Alamo Advisors LLC
Series 63, Series 65
Keansburg, NJ
Solomon Investment Group, Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")