Morgan Stanley
47yrs
Top advisor by experience in New York
30yrs
Stuart Conley
Financial advisor at B. Riley Wealth Advisors
Stuart Conley has worked in the financial industry for 30 years and is a fiduciary financial advisor based in New York, New York. After a year at Further Lane Asset Management and seven years at UBS Financial Services, Stuart joined B. Riley Wealth Advisors in 2021, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 15438 advisors with offices in New York, and one of 14016 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 13% by experience in New York
Office1407 Broadway Suite 2204, New York, NY 10018
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,069
Advisors at the firm168
States licensed ?2 states
Services through B. Riley Wealth Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowB. Riley Wealth Advisors, Inc.Current firm
- Jul 2013 – Feb 2014Further Lane Asset Management, LLCPreviously
- 2006 – 2013UBS Financial Services Inc.Previously
- Oct 2005 – Dec 2006Oppenheimer & Co. Inc.Previously
Questions to ask Stuart
Tailored to Stuart’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Stuart
How do I contact Stuart?
Call B. Riley Wealth Advisors at 901-251-1330 and ask for Stuart Conley. Stuart works from the New York, NY office.
How long has Stuart been a financial advisor?
Stuart has been in the industry since 1996, about 30 years. Top 13% by experience in New York.
What licenses does Stuart hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Stuart a fiduciary?
Stuart is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stuart paid?
B. Riley Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Stuart for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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