Firhan Choudhary
Firhan Choudhary is a registered investment advisor at B. Riley Wealth Advisors, INC., based in Miami, FL, with 27 years of industry experience. Firhan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 17,372 clients with $7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
B. Riley Wealth Advisors offers investment management through various programs. The Advisor-as-Portfolio Manager (APM) program allows your advisor to manage your account, potentially using outside managers. You'll pay an annual fee based on the value of your portfolio, which is negotiable up to a maximum. Transaction fees may be included or billed separately.
Third-Party Managed Programs are also available, utilizing the Envestnet platform. These programs also charge an annual fee based on the value of your portfolio, not exceeding 2.75%, which is negotiable. These programs may also be wrap fee programs.
Other third-party managed programs are available through Brinker, SEI, and AssetMark, with minimums starting at $500,000 for Brinker.
Location
851 NE 1st Ave., Suite 4309, Miami, FL, 33132
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2019Other Business Activities
Firhan conducts securities business through BRWM and dedicates about a quarter of his time to this. He also owns C8 Leasing LLC, 1360 Oak LLC, CPW Consulting LLC, and is president of Beyond Mark, which are related to real estate and car rentals.
Employment History
Current Registrations
B. Riley Wealth Advisors, INC.
B. Riley Wealth ManagementBroker
Previous Registrations
B Riley Wealth Management
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Ryan, Beck & CO.Broker
Klein, Maus & Shire INC.Broker
State Registrations25 states
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.