Skip to content

Agoston Stephen Horvath

Investment adviser representative at B. Riley Wealth Advisors, Inc.
14 yearsExperience
2 statesRegistered in
$4.2BFirm assets
20 yearsFirm in business

Are you Agoston Stephen Horvath? Claim your profile

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

14 years in the industry.

  1. B. Riley Wealth ManagementJul 2022 to now
  2. B. Riley Wealth Advisors, Inc.Aug 2017 to now
  3. National Securities CorporationJul 2017 to Sep 2022
  4. Wfg Investments IncJan 2012 to Jul 2017

Exams passed

  • Series 66 · Uniform Combined State Law2009

State registrations

Registered as an investment adviser representative in 2 states (CO, TX).

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
4197884
Firm CRD
115927
Advisor's SEC record (opens in a new tab)
CallContact this firm