Rachel Heege-Abode, financial advisor Lake Ronkonkoma NY

Rachel Heege-Abode

CRD Number: 4834840
Current Firm: B. Riley Wealth Advisors, Inc.

Rachel Heege-Abode (CRD# 4834840) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Lake Ronkonkoma, NY and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
B. Riley Wealth Management Lake Ronkonkoma, NY Jul 2022 - Current 1
B. Riley Wealth Advisors, Inc. Memphis, TN Jul 2022 - Current 1
National Securities Corporation Lake Ronkonkoma, NY Nov 2013 - Jul 2022 8
Gilman & Ciocia Ronkonkoma, NY Jul 1999 - Jul 2022 23
Abel Lake Ronkonkoma, NY Jan 2012 - Jan 2015 3
Asset & Financial Planning Ltd Poughkeepsie, NY Oct 2013 - May 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Rachel A. Heege-Abode
Phone Number: 901-251-1330
Registered State(s):
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    6,885
    MILLIONS
  • Total Number of Accounts
    20,323
    ACCOUNTS
  • Average Account Value
    $338,770
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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