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Robert G

Series 65

Dallas, PA

Riggs Asset Management Co Inc

Robert Graham is a financial advisor at Riggs Asset Management Co Inc with eight years of industry experience. He holds a Series 65 designation and has previously worked at the Institute for Public Policy and Economic Development and served in the U.S. House of Representatives (PA-11). Riggs Asset Management serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations by providing discretionary investment management and limited consultation on non-investment matters. The firm combines family-office services with an investment approach that includes individual equities, fixed income, ETFs, no-load mutual funds, and potential cryptocurrency exposure, managing approximately $640 million in client assets.

Wealth management Passive / index investing Tax-loss harvesting Retirement income strategy
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Elizabeth G

Series 65

Dallas, PA

Riggs Asset Management Co Inc

Elizabeth Graham is a financial advisor at Riggs Asset Management Co Inc with 13 years of industry experience. She holds the Series 65 designation and has been with Riggs Asset Management since 2001. Based in Dallas, Pennsylvania, she is part of an eight-advisor team. Riggs Asset Management serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary investment management and limited consultation on non-investment matters. The firm offers family-office style services and employs a diversified investment approach that includes equities, fixed income, ETFs, mutual funds, and can incorporate direct indexing and cryptocurrency exposure.

Wealth management Passive / index investing Tax-loss harvesting Retirement income strategy
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Adam G

Series 65

Dallas, PA

Riggs Asset Management Co Inc

Adam Glassman is a financial advisor with Riggs Asset Management Co Inc, holding a Series 65 designation and based in Dallas, PA. He joined Riggs in 2025 and previously served 19 years with the Office of the Comptroller of the Currency as a National Bank Examiner. He is currently on administrative leave from the OCC until his official separation in late 2025. Riggs Asset Management serves a range of clients including individuals, business entities, retirement plans, and charitable organizations, offering discretionary investment management alongside family-office style services. The firm employs a multi-asset investment approach that includes equities, fixed income, ETFs, and mutual funds, with options for direct indexing and cryptocurrency exposure.

Wealth management Passive / index investing Tax-loss harvesting Retirement income strategy
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Alan G

Series 65

Dallas, PA

Riggs Asset Management Co Inc

Alan Glassman is a financial advisor at Riggs Asset Management Co., Inc. in Dallas, PA, holding a Series 65 designation and with 28 years of industry experience. He has been with Riggs Asset Management since 1997. Riggs Asset Management serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations, providing discretionary investment management and limited consultation on non-investment matters. The firm offers family-office style services and employs a diversified investment process that includes fundamental, technical, and cyclical analysis across multiple asset classes and time horizons.

Wealth management Passive / index investing Tax-loss harvesting Retirement income strategy
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Robert G

Series 63, Series 65

Dallas, PA

Riggs Asset Management Co Inc

Robert Graham is a financial advisor at Riggs Asset Management Co Inc with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James Financial Services, Inc. since 1999. Riggs Asset Management serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations, offering discretionary investment management and family-office style services such as bill paying, bookkeeping, and budgeting assistance. The firm manages around $640 million in client assets and employs a diversified investment process that includes individual equities, fixed income, ETFs, and mutual funds, with options for direct indexing and cryptocurrency exposure.

Wealth management Passive / index investing Tax-loss harvesting Retirement income strategy
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Robert G

Series 63, Series 65

Bolivia, NC

Riggs Asset Management Co Inc

Robert Graham is a financial advisor with Riggs Asset Management Co Inc in Bolivia, NC, holding Series 63 and Series 65 licenses. He has 43 years of industry experience, including 36 years at Riggs Asset Management Company, Inc. Riggs Asset Management serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary investment management and limited consultation on non-investment matters. The firm offers family-office style services and uses a diversified investment process across equities, fixed income, ETFs, and mutual funds, including potential cryptocurrency exposure through ETFs and direct indexing via an unaffiliated sub-advisor.

Wealth management Passive / index investing Tax-loss harvesting Retirement income strategy
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Susan S

Series 63, Series 65

Dallas, PA

Riggs Asset Management Co Inc

Susan Shoemaker is a financial advisor with Riggs Asset Management Co Inc in Dallas, PA, holding Series 63 and Series 65 designations and 13 years of industry experience. She has been with Riggs Asset Management since 2010. Riggs Asset Management serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary investment management and limited unsolicited consultation on non-investment matters. The firm offers family-office style services and employs a diversified investment approach that incorporates individual equities, fixed income, ETFs, and mutual funds, along with the use of an unaffiliated sub-advisor for direct indexing and optional cryptocurrency exposure.

Wealth management Passive / index investing Tax-loss harvesting Retirement income strategy
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Dimitri G

Series 65

Dallas, PA

Riggs Asset Management Co Inc

Dimitri Gnall is a Series 65-licensed advisor at Riggs Asset Management Co Inc with one year of industry experience. Prior to joining Riggs Asset Management, he worked at Empire Education Group and has concurrent involvement with Domiano Eye Care. Riggs Asset Management serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations, providing discretionary investment management alongside family-office style services such as bill paying, bookkeeping, and budgeting assistance. The firm uses a diversified investment approach incorporating equities, fixed income, ETFs, and mutual funds, and may include direct indexing and cryptocurrency exposure in client portfolios.

Wealth management Passive / index investing Tax-loss harvesting Retirement income strategy
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