Chase Michael Mcgill

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

• 01/2008 → 05/2017
  Student
  Bellevue, MI
• 05/2016 → 09/2016
  Qdoba Restaurant
  Mount Pleasant, MI
• 01/2017 → 12/2017
  Central Michigan University
  Mount Pleasant, MI
• 09/2017 → 06/2018
  Wunderlich Securities, Inc.
  Memphis, TN
• 09/2017 → Present
  B. Riley Wealth Management
  Marshall, MI
• 07/2022 → Present
  B. Riley Wealth Advisors, Inc.
  Marshall, MI

Other Businesses

1) Pino Wealth Management, LLC; Investment related; 4159 N. Holland-Sylvania Rd., Ste. 204 Toledo, OH 43623; DBA for financial securities business conducted through B. Riley Wealth Management; start date 1/3/2023; 40 hours / week devoted during securities trading hours. 2) Waypoint Wealth LLC; Investment related; 1106 S. Kalamazoo Ave. Suite 3, Marshall, MI 49068; DBA used as a tax pass-through for business purposes; start date 01/01/2024; 40 hours / week devoted during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2018-06-21