Thomas Skelton, financial advisor Warren PA

Thomas Skelton

CRD Number: 6145396
Current Firm: B. Riley Wealth Advisors, Inc.

Thomas Skelton (CRD# 6145396) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Warren, PA and has over 11 years of experience in the finance industry. Thomas Skelton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
B. Riley Wealth Advisors, Inc. Memphis, TN Jul 2022 - Current 1
National Asset Management Warren, PA Sep 2020 - Jul 2022 1
United Advisors Services Sharon, PA Aug 2017 - Sep 2020 3
Cetera Investment Services LLC Warren, PA Dec 2013 - Aug 2017 3
Northwest Advisors, Inc. Warren, PA Jan 2013 - Aug 2017 4
Northwest Savings Bank Warren, PA May 2012 - Aug 2017 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2013
S65 NASAA Investment Advisors Law Examination Jan 2013
Contact Info for Thomas R. Skelton
Phone Number: 901-251-1330
Registered State(s):
  • PA
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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