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Ross Anthony Riskin

Riskin Wealth Management, LLC

Newtown, CT

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Current Employers
Riskin Wealth Management, Llc

33 Main Street Unit 2, Newtown, CT 06470 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2020-01-02
  • CT RA
    APPROVED
    Since 2020-01-02

Branch Locations

33 Main Street Unit 2, Newtown, CT 06470 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Riskin Wealth Management, Llc Newtown CT 10/2019 Present
The American College Of Financial Services King Of Prussia PA 09/2018 05/2022
Riskin & Riskin, Pc Orange CT 11/2014 Present
The American Institute Of Certified College Financial Consultant Orange CT 05/2017 09/2018
Albertus Magnus College New Haven CT 05/2015 08/2018
Riskin Advisory, Llc Orange CT 08/2012 09/2018
Visiwealth, Llc Sandy Hook CT 01/2022 Present
Investments & Wealth Institute Greenwood Village CO 05/2022 04/2025
Investments & Wealth Institute Greenwood Village CO 04/2025 Present
  • 10/2019 → Present
    Newtown, CT
  • 09/2018 → 05/2022
    The American College Of Financial Services
    King Of Prussia, PA
  • 11/2014 → Present
    Riskin & Riskin, Pc
    Orange, CT
  • 05/2017 → 09/2018
    The American Institute Of Certified College Financial Consultant
    Orange, CT
  • 05/2015 → 08/2018
    Albertus Magnus College
    New Haven, CT
  • 08/2012 → 09/2018
    Riskin Advisory, Llc
    Orange, CT
  • 01/2022 → Present
    Visiwealth, Llc
    Sandy Hook, CT
  • 05/2022 → 04/2025
    Investments & Wealth Institute
    Greenwood Village, CO
  • 04/2025 → Present
    Investments & Wealth Institute
    Greenwood Village, CO
Other Businesses

Ross Riskin is an owner and Vice President of Riskin & Riskin, PC (a public accounting firm). He devotes 3 hours per week during market trading hours to this activity. Ross Riskin is an owner and Chief Creative Officer of visiWealth, LLC (an educational content company). He devotes 5 hours per week during market trading hours to this activity. Ross Riskin serves on the Advisory Council for the American Institute of Certified College Financial Consultants. He devotes 2 hours per week during market trading hours to this activity. Ross Riskin works as a Senior Strategy Advisor in a consultant role for the Investments & Wealth Institute (a nonprofit membership organization). This activity is a remote position and he devotes 5 hours per week during market trading hours to this activity.

Designations
Other Names
  • Ross Riskin

View on SEC IAPD

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