PR
Philip Richard Zanone
CRD 2135221
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| B. Riley Wealth Advisors, Inc. | Registered representative | 07/20/2026 |
| B. Riley Wealth Private Shares, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
B. Riley Wealth Advisors, Inc.
Chief Operating Officer · Less than 5% · Sep 2024
-
B. Riley Wealth Private Shares, Llc
Managing Member · Less than 5% · May 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗