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
Sandusky, OH 44870
Credentials
Series 63, Series 65
Industry experience
24 years
Financial planning fees may be charged as a flat fee (negotiated between IAR and client)
$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%
Financial planning fees may be charged on an hourly basis (negotiated between IAR and client)
Account minimum: $25,000 Minimum fee: Annual account fee typically $75
B. Riley Wealth Advisors, Inc
2022 - Present (4 years)
B. Riley Wealth Management
2017 - Present (9 years)
Wunderlich Securities, Inc.
2017 - 2017 (1 year)
PNC investments
2012 - 2017 (5 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.
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