Dragi Paunovski

Employer firm

B. Riley Wealth Advisors, Inc. CRD 115927

$4.21B regulatory AUM 40 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2013 → 07/2022
  National Securities Corp
  Morristown, NJ
• 07/2022 → Present
  B. Riley Wealth Management
  Miami, FL

Previous Registrations

• 2011-12-02 → 2013-04-09
  B. Riley Wealth Management
  Morristown, NJ
• 2010-03-09 → 2011-10-18
  B. Riley Wealth Advisors, Inc.
  Morristown, NJ
  Morristown, NJ
• 2006-01-03 → 2010-01-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Short Hills, NJ
  East Brunswick, NJ
  East Brunswick, NJ

Other Businesses

(1) B. RILEY WEALTH INSURANCE CORPORATION; INSURANCE SALES; INDEPENDENT INSURANCE AGENT; SAME ADDRESS AS BRWM; START DATE 04/2013; 40 HRS/ MONTH, 0 DURING TRADING HRS... (2) GOLDEN RULE INSURANCE COMPANY, A UNITED HEALTHCARE COMPANY; HEALTH INSURANCE SALES; INDEPENDENT INSURANCE AGENT; SAME ADDRESS AS BRWM; START DATE 08/2022; 2 HRS/MONTH, 0 DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-10-03
• S63 Uniform Securities Agent State Law Examination
  2002-08-28

Other Names

• Eric Paunovski
• Dragi Paunovski