Eliyahu Eli Mizrachi

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

• 04/2014 → 07/2022
  National Securities Corp
  Westbury, NY
• 06/2016 → Present
  B. Riley Wealth Advisors
  Westbury, NY
• 07/2022 → Present
  B. Riley Wealth Management
  Westbury, NY

Other Businesses

(1) B. RILEY WEALTH INSURANCE ; INVESTMENT-RELATED; 400 POST AVE STE 200 WESTBURY NY 11590; INSURANCE SALES; FINANCIAL PLANNER; START DATE 2023 4-8 HRS/MONTH DEVOTED DURING SECURITIES TRADING HRS. (2) ESSENTIAL ADVISORY SERVICES; INVESTMENT-RELATED; 400 POST AVE STE 200 WESTBURY NY 11590;DBA FOR INVESTMENT ADVISORY SERVICES AND eMONEY RETIREMENT PLANNING; START DATE: 2020; INVESTMENT EXECUTIVE; 20 HRS/MONTH, ALL DURING TRADING HRS. (3) Notary Public; non-investment-related; 59 Calvert Ave., Commack, NY 11725; used to verify identity; 1 hr/month devoted to this business; 0 hrs./month devoted during securities trading hrs.

Exams

• S66 Uniform Combined State Law Examination
  2016-06-07
• S65 Uniform Investment Adviser Law Examination
  2011-11-12
• S63 Uniform Securities Agent State Law Examination
  2002-01-09

Other Names

• Eli Mizrachi