B. Riley Wealth Management
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About this Advisor
Stephen Dolan is a certified financial planner based out of New York, New York, with 11 years of professional experience. Dolan is an employee of B. Riley Wealth Management. Dolan has gained experience at Chase Investment Services Corp, Wunderlich Securities, Inc and J.P. Morgan Securities LLC. Dolan maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is approved to work in Illinois and New Jersey. B. Riley Wealth Management is a financial advisory company that has its headquarters in New York, New York. The investment advisory business has offices in 23 locations and a total of 314 financial advisors. It administers $2 billion in assets across its 5,858 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 26 charitable organizations. The advisory firm offers a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fees largely are based on which services are offered. Fee types charged by B. Riley Wealth Management most likely consist of some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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B. Riley Wealth Management Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Stephen Dolan Work History
Stephen has 11 years of experience.
Wunderlich Securities, Inc
J.P. Morgan Securities LLC
Chase Investment Services Corp
Stephen Dolan has disclosures.
Please visit their SEC profile for more details.