Ross Riskin, financial advisor Sandy Hook CT

Ross Riskin

CRD Number: 7188657
Current Firm: Riskin Wealth Management, LLC

Ross Riskin (CRD# 7188657) is an Investment Advisor Representative working at Riskin Wealth Management, LLC in Sandy Hook, CT and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Investments & Wealth Institute Greenwood Village, CO May 2022 - Current 1
Visiwealth, LLC Sandy Hook, CT Jan 2022 - Current 2
Riskin Wealth Management, LLC Bethany, CT Oct 2019 - Current 4
Riskin & Riskin, Pc Bethany, CT Nov 2014 - Current 9
The American College Of Financial Services King Of Prussia, PA Sep 2018 - May 2022 3
The American Institute Of Certified College Financial Consultant Orange, CT May 2017 - Sep 2018 1
Riskin Advisory, LLC Orange, CT Aug 2012 - Sep 2018 6
Albertus Magnus College New Haven, CT May 2015 - Aug 2018 3
Deloitte Tax LLP Stamford, CT Aug 2013 - Nov 2014 1

Ross Riskin has no recent exams reported.
Contact Info for Ross A. Riskin
Phone Number: (203) 859-9409 EXT 101
Registered State(s):
  • CT
Current Firm Details
Riskin Wealth Management, LLC
Firm's CRD Number: 306161
By the Numbers
  • Total Assets Under Management
    10
    MILLIONS
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $181,326
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
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

CT

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