Kenneth Gary Copans
Investment adviser representative at B. Riley Wealth Advisors, Inc.
25 yearsExperience
2 statesRegistered in
$4.2BFirm assets
20 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 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
25 years in the industry.
- B. Riley Wealth ManagementJul 2022 to now
- B. Riley Wealth Advisors, Inc.May 2014 to now
- National Securities CorporationNov 2013 to Jul 2022
- Gilman CiociaJul 2001 to Oct 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 4337527
- Firm CRD
- 115927