Marc Lowlicht
Investment adviser representative at B. Riley Wealth Advisors, Inc.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- B. Riley Wealth ManagementJul 2022 to now
- B. Riley Wealth Advisors, Inc.Jun 2021 to now
- National Securities CorpDec 2013 to Jul 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
State registrations
Registered as an investment adviser representative in 1 state (NY).
B. Riley Wealth Advisors, Inc.
$4.2BAssets managed
10,573Clients
168Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1848642
- Firm CRD
- 115927