Kenneth Joseph Mcandress

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

• 11/2010 → 04/2022
  Stifel Nicolaus & Co Inc
  Conshohocken, PA
• 04/2022 → Present
  B. Riley Wealth Management
  Devon, PA
• 07/2022 → Present
  B. Riley Wealth Advisors, Inc.
  Devon, PA

Previous Registrations

• 2010-11-29 → 2022-04-27
  Stifel, Nicolaus & Company, Incorporated
  Conshohocken, PA
• 2009-06-10 → 2010-11-30
  Boenning & Scattergood, Inc.
  West Conshohocken, PA
  West Conshohocken, PA

Other Businesses

B. Riley Wealth Insurance; Investment-Related; Same Address as BRWM; Fixed Insurance Sales; Licensed Insurance Agent; Start Date 09/2025; As Many Hours As Needed Per Month

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-11-15
• S63 Uniform Securities Agent State Law Examination
  1986-04-11