Kevin Dziubela (CRD# 3208688) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Boca Raton, FL and has over 24 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4359773
Cresset Asset Management, LLC
CRD# 2693512
Prudential Financial Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| B. Riley Wealth Management | Boca Raton, FL | Jul 2022 - Current | 1 |
| B. Riley Wealth Advisors | Boca Raton, FL | Feb 2019 - Current | 5 |
| National Securities Corp | Boca Raton, FL | Dec 2014 - Jul 2022 | 7 |
| Cbg Financial Group, Inc. | Boca Raton, FL | Sep 2009 - Dec 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1999 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2017 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management7,645MILLIONS
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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
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