Ross Anthony Riskin

Employer firm

Riskin Wealth Management, LLC CRD 306161

$20.1M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• 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

• 10/2019 → Present
  Riskin Wealth Management, Llc
  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

• Personal Financial Specialist

Other Names

• Ross Riskin