Westbury, NY Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
B. Riley Wealth Advisors, Inc.
Multi-team
Firm-wide stats for B. Riley Wealth Advisors, Inc.
About
B. Riley Wealth Advisors provides investment advice and portfolio management to a mix of individual clients (including non‑HNW and high‑net‑worth individuals), pension and profit‑sharing plans, trusts, estates, charitable organizations, and corporate/business clients. The firm offers a range of programs—Advisor‑as‑Portfolio‑Manager (APM), third‑party managed programs using the Envestnet platform (SMA/UMA/FSP), internally managed W.I.S.D.M. models, financial planning and consulting, and retirement and reporting solutions—and manages roughly $4.21 billion in client assets through about 173 advisors.
Advisory relationships are delivered through affiliated investment advisor representatives who select research methods, investment strategies, and program placements for each client; accounts may be discretionary or non‑discretionary and clients establish custody relationships (directed brokerage) with custodians such as National Financial Services, Charles Schwab, or Fidelity. Program minimums and structures vary by offering (for example, the W.I.S.D.M. mutual fund allocation models list $15,000 minimums while SMAs commonly show $100,000+), and Envestnet is used for manager selection, trading and overlay services in multiple programs.
Notable operational features include the firm’s affiliation with a broker‑dealer (B. Riley Wealth Management) and a clearing relationship with NFS, which the brochure discloses can give rise to revenue‑sharing arrangements (e.g., Bank Deposit Sweep Program revenue sharing, No‑Transaction‑Fee mutual fund fees, transfer cost credits, and margin‑related referral compensation). The brochure also discloses a recent structured‑product referral agreement with a third‑party broker and summarizes past SEC matters (a 2019 share‑class disgorgement and interest of roughly $733,423 and a 2015 SEC order with a $200,000 civil penalty and undertakings), all of which the firm identifies as conflicts it monitors and discloses to clients.
Based on B. Riley Wealth Advisors, Inc.
Location
400 Post Ave, Suite 202
Westbury NY 11590
Advisors at this office
4
Advisors at this office
Noah M
Series 66, Series 63
Westbury, NY
B. Riley Wealth Advisors, Inc.
Noah Maman is a financial advisor with B. Riley Wealth Advisors, Inc. He holds Series 66 and Series 63 licenses and has four years of industry experience. Prior to his current role, he worked at B. Riley Wealth Management and National Securities Corporation. He is also involved in consulting with tax clients interested in wealth management and financial planning. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers various investment programs and manages approximately $4.21 billion in client assets through about 173 advisors.
Matthew S
Series 63, Series 65
Westbury, NY
B. Riley Wealth Advisors, Inc.
Matthew Schechner is a financial advisor at B. Riley Wealth Advisors, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with B. Riley Wealth Advisors and its related entities since 2009. Outside of his advisory work, he is a part owner of a tax practice. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7 billion in client assets through 274 advisors. The firm serves individuals, high-net-worth clients, charities, corporations, and retirement plans, offering a wide range of advisory programs, financial planning, and retirement solutions.
Ryan S
Series 66
Westbury, NY
B. Riley Wealth Advisors, Inc.
Ryan Schechner is an advisor at B. Riley Wealth Advisors, Inc. with one year of industry experience. He holds a Series 66 designation and has worked previously at Batting 1000 and B. Riley Wealth Management. B. Riley Wealth Advisors provides investment advice and portfolio management to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers various programs including internally managed models and third-party managed solutions, managing approximately $4.21 billion in client assets through about 173 advisors.
Eliyahu M
Series 63, Series 65, Series 66
Westbury, NY
B. Riley Wealth Advisors, Inc.
Eliyahu Mizrachi is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He has worked at B. Riley Wealth Advisors since 2016 and previously at National Securities Corp for eight years. Mizrachi is involved in financial planning and insurance sales through affiliated activities. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets with about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a variety of advisory programs, financial planning, and retirement solutions through multiple account structures and proprietary asset allocation models.
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