Daniel Michael Besse
Investment adviser representative at B. Riley Wealth Advisors, Inc.
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- B. Riley Wealth Advisors, Inc.Dec 2019 to now
- Stratos Wealth Advisors, LLCMar 2018 to Dec 2019
- Rsm US Wealth Management LLCDec 2014 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 4664012
- Firm CRD
- 115927