Johnathon Sawaged, financial advisor Poughkeespie NY

Johnathon Sawaged

CRD Number: 7061837
Current Firm: B. Riley Wealth Advisors, Inc.

Johnathon Sawaged (CRD# 7061837) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Poughkeespie, NY and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
B. Riley Wealth Management Poughkeepsie, NY Jul 2022 - Current 2
B. Riley Wealth Advisors Poughkeepsie, NY Nov 2019 - Current 4
National Securities Corporation Poughkeepsie, NY May 2019 - Jul 2022 3
National Tax & Financial Serivces Poughkeespie, NY Jan 2019 - May 2019 < 1
Arlington Autos, Inc. Poughkeepsie, NY Apr 2018 - Jan 2019 < 1
Arlington Auto, S Inc. Poughkeepsie, NY Sep 2015 - Mar 2018 2
Kmart Poughkeepsie, NY Oct 2013 - Jun 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2019
Contact Info for Johnathon Sawaged
Phone Number: 901-251-1330
Registered State(s):
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    7,645
    MILLIONS
  • Total Number of Accounts
    20,038
    ACCOUNTS
  • Average Account Value
    $381,538
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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