Paul Christian Lorentzen
Investment adviser representative at B. Riley Wealth Advisors, Inc.
23 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
23 years in the industry.
- B. Riley Wealth Advisors, Inc.Nov 2020 to now
- Cardea Capital Advisors, LLCOct 2020 to Nov 2020
- Liberty Partners Financial Services, LLCSep 2019 to Nov 2020
- National Asset ManagementSep 2016 to Mar 2017
- National Securities CorporationSep 2016 to Mar 2017
- Lorentzen & Trifari Cpa's, P.C.Dec 2003 to Sep 2020
- Linder Capital AdvisorsOct 1997 to Nov 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1996
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
- 2387224
- Firm CRD
- 115927