Zachary Eisner
Investment adviser representative at B. Riley Wealth Advisors, Inc.
7 yearsExperience
3 statesRegistered 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
7 years in the industry.
- B. Riley Wealth ManagementJul 2022 to now
- B. Riley Wealth Advisors, Inc.Feb 2022 to now
- National Securities CorporationFeb 2022 to Jul 2022
- UBS Financial Services Inc.Jul 2019 to Dec 2021
- Merrill Lynch, Bank of AmericaJun 2018 to Aug 2018
- Atlantic Tax Service, PcMay 2016 to May 2018
- Atlantic Professional Management CorporationJan 2016 to Aug 2017
- Education University of FloridaAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 3 states (MD, NY, 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
- 6964643
- Firm CRD
- 115927