Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Malachy Cully is an investment advisor representative with B. Riley Wealth Advisors, Inc. Robert has been in the securities industry since 1985. Robert is licensed in 27 states. Robert is also a registered representative of National Securities Corporation and has held previous positions at Winslow, Evans & Crocker, Inc., Leerink Swann LLC, RBC Capital Markets Corporation, Janney Montgomery Scott LLC, A. G. Edwards & Sons, Inc. and PaineWebber Incorporated. Robert is affiliated with B. Riley Wealth Insurance Corporation as an insurance agent. Robert specializes in working with high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, pension and profit-sharing plans, charitable organizations and banking or thrift institutions. Robert offers financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisers.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MA
10/18/2021 - Present
B. Riley Wealth Advisors, Inc. (BOSTON MA)
MA
03/19/2021 - 07/22/2022
NATIONAL SECURITIES CORPORATION (BOSTON MA)
MA
01/20/2011 - 04/13/2021
WINSLOW, EVANS & CROCKER, INC. (BOSTON MA)
MA
03/16/2009 - 01/20/2011
LEERINK SWANN LLC (BOSTON MA)
MA
08/17/2005 - 03/25/2009
RBC CAPITAL MARKETS CORPORATION (WELLESLEY HILLS MA)
PA
09/17/1993 - 08/26/2005
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
MO
12/11/1987 - 09/15/1993
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
10/22/1985 - 12/22/1987
PAINEWEBBER INCORPORATED
BOTH
Issued 04/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/21/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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