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Joseph G
Series 63, Series 66
Boca Raton, FL
B. Riley Wealth Advisors, Inc.
Joseph Galinskie is a financial advisor at B. Riley Wealth Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at B. Riley Wealth Management and National Asset Management, among other firms. Outside of his advisory role, he serves as a FINRA arbitrator on dispute resolution panels. B. Riley Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $7.03 billion in client assets through around 274 advisors. The firm provides a wide range of services, including advisory programs, financial planning, and retirement solutions, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.
Patrick B
Series 63, Series 65
Boca Raton, FL
B. Riley Wealth Advisors, Inc.
Patrick Baird is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at Newbridge Financial Services Group, National Asset Management, and Vfinance Investments. B. Riley Wealth Advisors manages approximately $7.03 billion in client assets through around 274 advisors, offering a wide range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.
John C
Series 63, Series 66
Boca Raton, FL
B. Riley Wealth Advisors, Inc.
John Cannella is a financial advisor with B. Riley Wealth Advisors, Inc. in Boca Raton, FL, holding Series 63 and 66 licenses and bringing 20 years of industry experience. His work history includes roles at B. Riley Wealth Management, National Asset Management, National Securities Corp, and Scottrade. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers various programs such as Advisor-as-Portfolio-Manager, third-party managed programs via Envestnet, and internally managed models, overseeing approximately $4.21 billion in client assets.
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