Robert Anthony Rizarri
Investment adviser representative at Heritage Wealth Management
16 yearsExperience
1 stateRegistered in
$357.8MFirm assets
10 yearsFirm in business
Are you Robert Anthony Rizarri? Claim your profile
Contact this firm
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
Experience
16 years in the industry.
- Heritage Wealth ManagementJan 2019 to now
- Sms Capital Management IncMar 2010 to Jan 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (TX).
Heritage Wealth Management
Legal name: Heritage Wealth Management, Inc.
$357.8MAssets managed
218Clients
6Advisers
10 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
- 4823399
- Firm CRD
- 122394