Philip Richard Zanone
Investment adviser representative at B. Riley Wealth Private Shares
21 yearsExperience
1 stateRegistered in
$47.6MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
21 years in the industry.
- B. Riley Wealth Private SharesApr 2023 to now
- B. Riley Wealth Advisors, Inc.Jul 2022 to now
- B. Riley Wealth ManagementNov 2005 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (TN).
B. Riley Wealth Private Shares
Legal name: B. Riley Wealth Private Shares, LLC
$47.6MAssets managed
8Clients
3Advisers
5 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
- 2135221
- Firm CRD
- 315851