Todd Berger (CRD# 4806289) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Hoboken, NJ and has over 19 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| B. Riley Wealth Management | Memphis, TN | Jul 2022 - Current | 1 |
| B. Riley Wealth Advisors | Hoboken, NJ | Sep 2020 - Current | 3 |
| National Securities Corporation | New York, NY | Sep 2020 - Jul 2022 | 1 |
| Fsic | New York, NY | May 2017 - Sep 2020 | 3 |
| United Advisors Services, LLC | New York, NY | May 2015 - Sep 2020 | 5 |
| Ubs Financial Services Inc. | New York, NY | Nov 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2005 |
- NJ
- NY
-
Total Assets Under Management7,645MILLIONS
-
Total Number of Accounts20,038ACCOUNTS
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Average Account Value$381,538
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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