New York, NY Office

Team
Updated today

Client AUM

$5,386,744,634

Clients

9,927

Advisors

10

Of 218 advisors across 59 offices

Location

142 West 57th Street, 12th Fl

New York NY 10019

Advisors at this office

10

Advisors at this office

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Marina M

Series 66

New York, NY

Wedbush Securities Inc.

Marina Milner is a financial advisor with Wedbush Securities Inc. in New York, NY. She holds a Series 66 designation and has been with Wedbush Securities since 2025. Her prior work experience includes roles in diverse industries such as healthcare, hospitality, and education. Wedbush Securities serves a broad client mix including individual and high-net-worth investors, foundations, and institutional clients. The firm offers brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, and prime services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Richard L

Series 66

New York, NY

Wedbush Securities Inc.

Richard Lovett is a financial advisor with Wedbush Securities Inc. in New York, NY, holding a Series 66 designation and with 20 years of industry experience. He worked at RBC Capital Markets Corporation for 12 years before joining Wedbush Securities in 2020. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, and prime services. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account and brokerage solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Robert T

Series 63, Series 65

New York, NY

Wedbush Securities Inc.

Robert Tansey is a financial advisor with Wedbush Securities Inc. in New York, NY, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at RBC Capital Markets Corporation for 12 years before joining Wedbush in 2020. Wedbush Securities serves a diverse client base including individuals, high-net-worth investors, foundations, and institutional clients, offering both brokerage and SEC-registered investment advisory services. The firm combines broker-dealer, capital markets, custody, clearing, and prime services, with approximately $5.68 billion in regulatory assets under management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Brennan T

Series 66

New York, NY

Wedbush Securities Inc.

Brennan Tobin is a financial advisor at Wedbush Securities Inc. in New York, NY, holding a Series 66 designation with 10 years of industry experience. He has been with Wedbush Securities since 2014. Wedbush Securities serves a broad range of clients including individuals, high-net-worth investors, foundations, and institutional clients, offering both brokerage and SEC-registered investment advisory services across multiple asset classes and market functions. The firm manages approximately $5.68 billion in regulatory assets and combines broker-dealer, clearing, custody, and capital markets services, including commodities and derivatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Lynn S

Series 63, Series 65

New York, NY

Wedbush Securities Inc.

Lynn Sperandeo is a financial advisor with Wedbush Securities Inc. in New York, NY, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. Prior to joining Wedbush in 2023, she worked at B. Riley Wealth Management and B. Riley Wealth Advisors from 2015 to 2023. Outside of her advisory role, she serves as a notary public and is a member of the Council of Greenburgh Civic Associations. Wedbush Securities serves a diverse range of clients including individuals, high-net-worth investors, foundations, and institutions, providing brokerage and SEC-registered advisory services across wealth management, fixed income, commodities, and capital markets, among other areas.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Kurt R

Series 63, Series 65

New York, NY

Wedbush Securities Inc.

Kurt Ryden is a financial advisor with Wedbush Securities Inc. in New York, NY, holding Series 63 and Series 65 registrations and having 27 years of industry experience. Prior to joining Wedbush in 2026, he worked for nine years at Bank of America, N.A. and Merrill. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across multiple asset classes. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, managing approximately $5.68 billion in regulatory assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Robert L

Series 63, Series 65

New York, NY

Wedbush Securities Inc.

Robert Limmer is a financial advisor with Wedbush Securities Inc. and Onward Advisors, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include positions at UBS, LPL Financial, and Gladstone Institutional Advisory. He also serves on the advisory board of BiCoastal Wealth Management, advising on business structure and branding. Wedbush Securities serves a broad client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, and capital markets. The firm provides various managed account solutions alongside commission-based brokerage arrangements and operates clearing, custodial, and prime services tied to commodities and derivatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Harrison L

Series 66

New York, NY

Wedbush Securities Inc.

Harrison Lindman is a financial advisor at Wedbush Securities Inc. in New York, NY, holding a Series 66 designation. He began his advisory career at Wedbush in 2025 after diverse experience in sports and hospitality sectors. Outside of finance, he is the CEO and founder of Harrison Lindman Golf Services, providing golf instruction. Wedbush Securities serves a wide range of clients including individuals, high-net-worth investors, foundations, and institutions. The firm offers brokerage and SEC-registered investment advisory services, with capabilities in wealth management, fixed income, commodities, capital markets, and prime services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Kevin S

Series 66

New York, NY

Wedbush Securities Inc.

Kevin Sesny is a financial advisor with Wedbush Securities Inc. He holds a Series 66 designation and has 22 years of industry experience. Prior to joining Wedbush in 2019, he worked at UBS Financial Services Inc. from 2013 to 2018. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, managing approximately $5.68 billion in regulatory assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

David S

Series 63, Series 65

New York, NY

Wedbush Securities Inc.

David Sweeney is a financial advisor at Wedbush Securities Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel Nicolaus & Co Inc for nine years before joining Wedbush Securities in 2020. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers a range of brokerage and investment advisory services, combining capital markets, custody, clearing, and prime services with managed account solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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