Tampa, FL W. Busch Blvd Twin Lakes Office Park Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$4,018,907,970
ClientsTotal clients
10,096
AdvisorsAdvisors at this office
2
Of 167 advisors across 103 offices
Location
2901 W. Busch Blvd Twin Lakes Office Park, Unit 900 A
Tampa FL 33618
Advisors at this office
2
Advisors at this office
Edward S
Series 63, Series 66
Tampa, FL
B. Riley Wealth Advisors, Inc.
Edward Strauss is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He previously worked at National Securities Corp from 2014 to 2022 before joining B. Riley in 2022. B. Riley Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $7 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs and financial planning services implemented through various program structures and supported by proprietary asset allocation models.
Sheldon F
Series 66
Tampa, FL
B. Riley Wealth Advisors, Inc.
Sheldon Frantz is a financial advisor at B. Riley Wealth Advisors, Inc. with five years of industry experience. He holds a Series 66 designation and has worked with firms including MML Investors Services, MassMutual Life Insurance, and Guardian Life Insurance Company. B. Riley Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering various investment programs and managing approximately $4.21 billion in client assets through about 173 advisors.
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