Advisors at this firm
Robert G
Series 65
Dallas, PA
Riggs Asset Management Co Inc
Robert Graham is a Series 65-licensed financial advisor with seven years of industry experience, currently with Riggs Asset Management Co Inc since 2017. His prior roles include work at the U.S. House of Representatives (PA-11) and the Institute for Public Policy and Economic Development. Riggs Asset Management serves a diverse client base including individuals, high-net-worth clients, trusts, estates, and charitable organizations, offering discretionary investment management alongside family-office style services such as bill paying and bookkeeping. The firm employs a multi-faceted investment approach combining fundamental, technical, and cyclical analysis across equities, fixed income, ETFs, and mutual funds, with options for direct indexing and cryptocurrency exposure.
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.
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.
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.
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.
Robert G
Series 63, Series 65
Bolivia, NC
Riggs Asset Management Co Inc
Robert Graham is a financial advisor at Riggs Asset Management Co Inc with 43 years of industry experience. He has been with Riggs Asset Management since 1990. He holds the Series 63 and Series 65 designations. Riggs Asset Management serves individuals, including high-net-worth clients, 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 an investment process that includes a range of asset types and analysis methods, managing approximately $640 million in client assets.
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.
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.