Matthew Schechner, financial advisor Westbury NY

Matthew Schechner

CRD Number: 2383117
Current Firm: B. Riley Wealth Advisors, Inc.

Matthew Schechner (CRD# 2383117) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Westbury, NY and has over 29 years of experience in the finance industry.

Similar Advisors
Eric Bloom, financial advisor Westbury NY
Eric M. Bloom
CRD# 2708116
Park Avenue Securities LLC
Similar Advisors
Deva Panambur,  CFA®, CFP®, financial advisor Westbury NY
Deva Panambur, CFA®, CFP®
CRD# 4632189
Sarsi, LLC
Similar Advisors
Cole Aaronson, financial advisor Westbury NY
Cole E. Aaronson
CRD# 6381165
A.g.p / Alliance Global Partners
Company Name Location Dates Years
B. Riley Wealth Management Westbury, NY Jul 2022 - Current 1
B. Riley Wealth Advisors New York City, NY May 2009 - Current 14
N Ational Securities Corporation Uniondale, NY Mar 2009 - Jul 2022 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1994
S65 NASAA Investment Advisors Law Examination Nov 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Matthew B. Schechner
Phone Number: 901-251-1330
Registered State(s):
  • NJ
  • NY
  • TX
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

Ready to hire a financial advisor? Get competitive proposals from Matthew Schechner and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.