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Jeffrey Gelber

B. Riley Wealth Advisors, INC.
37 Years of Experience
St. Louis, MO
4 DisclosuresBroker
View SEC Summary
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Jeffrey Gelber is a registered investment advisor at B. Riley Wealth Advisors, INC., based in St. Louis, MO, with 37 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 10,573 clients with $4.2B in assets under management.

B. Riley Wealth Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
167 advisors
Number of Clients
10,573 clients
Average Client Portfolio
$398K average
Assets Under Management
$4.2B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.75%
$250K - $1.0M2.50%
$1M+2.00%

Maximum annual fee rates shown. Rates vary depending on whether transaction fees are bundled (wrap) or paid separately (non-wrap). Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

St. Louis, MO

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
May 1995
Final
Customer Dispute
September 1994
Settled
Employment Separation After Allegations
July 1991
Customer Dispute
May 1991
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
B. Riley Wealth Advisors, INC.
July 2022 - Present · 4 yrs 3 mos
B. Riley Wealth Management
August 2005 - Present · 21 yrs 2 mos
B. Riley Wealth ManagementBroker
August 2005 - Present · 21 yrs 2 mos
Previous Registrations
B Riley Wealth Management
September 2015 - December 2022 · 7 yrs 3 mos
Kenny Securities CORP.Broker
October 1995 - August 2005 · 9 yrs 10 mos
Pauli & Company, INCBroker
June 1992 - September 1995 · 3 yrs 3 mos
Stifel, Nicolaus & Company, IncorporatedBroker
November 1988 - July 1991 · 2 yrs 8 mos
Rowland, Simon & CO.Broker
June 1988 - November 1988 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1988 - June 1988 · 0 mos
State Registrations8 states
CAFLILMAMNMONMWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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