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Edward Paul Deicke

B. Riley Wealth Advisors, Inc.

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About Edward Paul Deicke

Edward Paul Deicke has been in the securities industry since January 22, 1990. Edward is currently registered with B. Riley Wealth Advisors, Inc. in Florida and New York. Edward has experience in various firms and has worked in several states. Edward holds Series 7, 63, 65 and 66 licenses and has a SIE certification. Edward is a Managing Partner of North Shore Wealth Management LLC and a member of B. Riley Wealth Insurance.

Firm Information

Edward Deicke is currently registered with B. Riley Wealth Advisors, Inc.. B. Riley Wealth Advisors, Inc. is a financial advisory firm with approximately $7.64 billion in regulatory assets under management. The firm offers financial planning, pension consulting, and educational seminars, and it provides portfolio management for individuals, businesses, and other investment advisers. The firm serves a variety of client types, including high-net-worth individuals, corporations, and pension and profit-sharing plans. B. Riley Wealth Advisors, Inc. is headquartered in Memphis, Tennessee.
B. Riley Wealth Advisors, Inc.

40 S. MAIN ST.

MEMPHIS, TN 38103

$7.65B

Assets Under Management

40

Total Clients

338

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Edward Deicke’s Registration & Firm History

FL

11/16/2021 - Present

B. Riley Wealth Advisors, Inc. (Hillsboro Beach FL)

NY

06/24/2015 - 07/22/2022

NATIONAL SECURITIES CORPORATION (PLAINVIEW NY)

NY

03/26/2010 - 06/25/2015

JHS CAPITAL ADVISORS, LLC (PLAINVIEW NY)

NY

07/15/2005 - 03/29/2010

GUNNALLEN FINANCIAL, INC (PLAINVIEW NY)

NY

09/22/1997 - 08/08/2005

KIRLIN SECURITIES INC. (SYOSSET NY)

NY

08/12/1994 - 09/25/1997

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

07/05/1991 - 08/22/1994

KIRLIN SECURITIES INC. (SYOSSET NY)

NY

08/23/1989 - 02/01/1991

ROBERT TODD FINANCIAL CORP. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/16/2021

Series 66 - Uniform Combined State Law Examination

IA

Issued 11/11/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/02/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/20/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edward Paul Deicke.
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