Radnor, PA 170 Radnor Chester Road Office

Team
Updated today
Wedbush Securities Inc. logo

Wedbush Securities Inc.

Multi-team

Firm-wide stats for Wedbush Securities Inc.

Total advisors

218

Across 58 offices

Clients per advisor

46 Low

Avg AUM per client

$542,636 Typical

HNW client ratio

27% High

About

Wedbush Securities serves a broad client mix including individual and high‑net‑worth investors, foundations and institutional clients, and offers both brokerage and SEC‑registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, advanced clearing and prime services. The firm reports approximately $5.68 billion in regulatory assets under management and operates multiple managed account and wrap fee programs alongside commission‑based brokerage arrangements.

The firm provides discretionary and non‑discretionary managed accounts, separately managed and unified managed account solutions, and impersonal paid Research Services offered to institutional clients; Financial Consultants manage accounts in accordance with client objectives while Research Services are delivered as general, non‑personalized reports and may be funded by cash payments or commissions under Section 28(e). Wedbush also performs clearing, custodial and execution functions for client accounts and describes account structures that include transaction‑based fee arrangements and Independent Contractor platforms that may assess per‑trade charges.

What is distinctive in this brochure compared with many enterprise advisers is the firm's mix of broker‑dealer and capital markets functions with custody/clearing and prime services tied to commodities and derivatives activity — the document describes the firm clearing and settling transactions, providing custodial services and operating commodities and prime services businesses, and notes affiliated futures and swap‑related activities and continued use of commission‑based execution and payment‑for‑order‑flow arrangements. The brochure also discloses a history of regulatory enforcement matters and settlements addressing recordkeeping, customer protection and supervisory deficiencies, which it describes alongside its policies for research conflicts, personal trading controls and compliance oversight.

Based on Wedbush Securities Inc.

Location

170 Radnor Chester Road, Suite 101

Radnor PA 19087

Advisors at this office

7

Advisors at this office

user avatar

Mark K

Series 63, Series 65

Radnor, PA

Wedbush Securities Inc.

Mark Kaskey is a financial advisor at Wedbush Securities Inc. with 38 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Stifel Nicolaus & Co. Kaskey also operates MJB Wealth Management Group as a marketing name for his securities business at Wedbush Securities. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors. The firm offers a range of brokerage and SEC-registered advisory services, combining broker-dealer, capital markets, custody, clearing, and prime services with managed account solutions.

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

William B

Series 63

Radnor, PA

Wedbush Securities Inc.

William Beard is a financial advisor at Wedbush Securities Inc. with 25 years of industry experience. He holds a Series 63 designation and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Stifel Nicolaus & Co. Beard is also associated with MJB Wealth Management Group, a marketing name for Wedbush Securities. Wedbush Securities serves a diverse client base including individuals, high-net-worth investors, foundations, and institutions, offering brokerage and registered investment advisory services across wealth management, fixed income, commodities, and capital markets. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account solutions alongside commission-based brokerage arrangements.

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

Kevin Q

Series 63, Series 65

Radnor, PA

Wedbush Securities Inc.

Kevin Quinn is a financial advisor with Wedbush Securities Inc. in Radnor, PA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Wedbush since 2020, following positions at Wells Fargo Clearing and Wells Fargo Advisors. Wedbush Securities serves a diverse client base including individuals, high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered investment advisory services across multiple asset classes. The firm combines broker-dealer functions with capital markets, 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

Danajette K

Series 66

Radnor, PA

Wedbush Securities Inc.

Danajette Kurtz is a financial advisor at Wedbush Securities Inc. with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 various asset classes and capital markets functions. The firm manages approximately $5.68 billion in regulatory assets and combines broker-dealer services with clearing, custody, and prime services related to commodities and derivatives.

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

Michael M

Series 63, Series 65

Radnor, PA

Wedbush Securities Inc.

Michael Mccall is a financial advisor at Wedbush Securities Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Raymond James & Associates. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered investment advisory services. The firm provides a range of managed account solutions and combines broker-dealer, capital markets, custody, and prime services, including commodities and derivatives activities.

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

Robert C

CFP®, Series 63, Series 65

Radnor, PA

Wedbush Securities Inc.

Robert Cellucci is a CFP® with 25 years of experience in the financial services industry. He is currently with Wedbush Securities Inc. and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Stifel Nicolaus & Co. Inc. He operates under the marketing name MJB Wealth Management Group, associated with Wedbush Securities. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors. The firm offers brokerage and SEC-registered advisory services across wealth management, fixed income, commodities, and capital markets, combining broker-dealer functions with custody, clearing, and prime services.

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

Christin H

Series 66

Radnor, PA

Wedbush Securities Inc.

Christin Hinckle is a financial advisor at Wedbush Securities Inc. with 10 years of industry experience. She holds a Series 66 designation and has worked at several firms including Merrill and B. Riley Wealth Advisors. Outside of finance, she works part-time as a sales associate at Urban Outfitters in Philadelphia. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors, offering brokerage and SEC-registered investment advisory services. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, supporting a broad range of managed account programs and commission-based brokerage arrangements.

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