Lisa Salvatico, financial advisor Los Angeles CA
93 score

Lisa Salvatico

CRD Number: 4548781
Current Firm: B. Riley Wealth Management

Lisa Salvatico (CRD# 4548781) is an Investment Advisor Representative working at B. Riley Wealth Management in Los Angeles, CA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
B. Riley & Company, LLC New York, NY Nov 2015 - Current 1
B. Riley Capital Management, LLC New York, NY Jan 2015 - Current 1
Ladenburg Thalmann & Company, Inc. New York, NY Jan 2015 - Nov 2015 < 1
Merrill Lynch, Pierce, Fenner & Smith Inc. New York, NY May 2010 - Jan 2015 4
Unemployed New York, NY Apr 2009 - May 2010 1
Keefe, Bruyette & Woods, Inc. New York, NY Jun 2002 - Mar 2009 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2005
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Lisa A. Salvatico
Phone Number: 310-966-1446
Firm Website: http://brileyfin.com
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    767
    MILLIONS
  • Total Number of Accounts
    131
    ACCOUNTS
  • Average Account Value
    $5,851,926
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CT, FL, MN, NJ, NY, TX, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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