Sign in

You're signed outSign in or to get full access.

George Fiederlein

George Fiederlein

Vice President, Investments CFP® at B. Riley Wealth Advisors, Inc.

Merrick, NY , United States

About

George Fiederlein is the Vice President, Investments, and a CERTIFIED FINANCIAL PLANNER™ (CFP®) at B. Riley Wealth Management, operating out of Merrick, NY. In this role, he provides comprehensive investment advisory and financial planning services to individuals and families, focusing on tailored portfolio strategies and long-term wealth management. His responsibilities include developing and managing diversified investment portfolios, retirement planning, tax-efficient strategies, and estate planning solutions for high-net-worth clients.

Fiederlein's expertise spans multiple asset classes, including equities, fixed income, and alternative investments, with a strong emphasis on holistic financial planning. Throughout his career, he has worked in advisory and management roles across the wealth management sector, previously serving as a Financial Planning Professional at INVEST Financial Corporation and as a Wealth Management Associate at Harbor Wealth Management before joining B. Riley in 2016.

He holds a Certificate in Financial Planning from Molloy College, a BBA from Pace University's Lubin School of Business, and a degree in Financial Planning and Services from Boston University. Fiederlein is recognized for his client-centric approach and commitment to fiduciary standards, frequently helping clients navigate complex investment landscapes and achieve their long-term financial objectives.

Career History

OrganizationRoleDate RangeDetails
B. Riley Wealth ManagementVice President, Investments CFP®Dec 2016 to Present
Professional Financial Advisor for personal wealth management including retirement planning, security investments, risk management (Long Term Care Planning and and Life Insurance), College Planning an...
INVEST Financial CorporationFinancial Planning Professional and Registered RepresentativeOct 2014 to Dec 2016
Working within a personal finance group assisting in various aspects of financial planning for comprehensive solutions. Registered Representative with Series 7 and Series 63 registrations.
Harbor Wealth ManagementWealth Management AssociateAug 2014 to Oct 2014
Client meetings and overall portfolio review process utilizing DFA products
Barnes & NobleDirector of Unix Systems and Enterprise StorageSep 1990 to Aug 2014
Responsible for managing the UNIX/LINUX, Enterprise Storage and Data Protection groups at Barnes and Noble. Managed million dollar project budgets for end-end technology implementation.
Life with Literacy,IncFounder and Chairman of the BoardOct 2003 to Nov 2008
Founded Life with Literacy, Inc (LWL), which is an IRS 501c(3) "Not-For-Profit" charity. The corporation was formed to assist others in their quest for learning, while encouraging to sow community s...
Astoria Federal SavingsSenior Systems ProgrammerAug 1988 to Sep 1990
Provided system programming support to all major banking systems
The Bank of New YorkLead Systems ProgrammerOct 1986 to Aug 1988
Responsible for System Programming support to the systems of the Dreyfus and BNY mutual funds area
NYC Office of the Comptroller / Department of FinanceSystems ProgrammerJun 1983 to Oct 1986

Education

Molloy College

Graduate of CFP Financial Planning program

2011 2013

Pace University - Lubin School of Business

BBA

1981 1985

Boston University

Financial Planning and Services

Skills & Expertise

Management
Leadership
Cash Flow Analysis
Placement Solutions
Sound Immigration
Long Term Investment Planning
Retirement Planning
College Planning
Professional Student Counselling
Guaranteed Scholarships

Others at B. Riley Wealth Advisors, Inc. (29)

NameRoleLocation
Adam Stoeppler
Adam Stoeppler
Vice President, InvestmentsChicago, IL , United States
C
Chad Veitch
Head Equity TraderBoca Raton, FL , United States
Darline Burczak
Darline Burczak
Senior Vice President, InvestmentsChicago, IL , United States
D
Demy Jacob
Trading AssociateEdison, NJ , United States
Eric Mendelsohn
Eric Mendelsohn
Senior Vice President, InvestmentsFort Lauderdale, FL , United States
E
Eve Glatt
Senior Portfolio ManagerNew York, NY , United States
Jeff Bolling
Jeff Bolling
Senior Vice President - InvestmentsUnited States
Jeffrey Carter
Jeffrey Carter
Vice President, InvestmentsWestlake Village, CA , United States
J
Jesse Kohen
AssociateNew York, NY , United States
Kelly Graham
Kelly Graham
Senior Vice President - InvestmentsNashville, TN , United States
Showing 1-10 of 29 team members

Similar Fund Managers

NameRoleFundLocation
Woodson Whitehead
Woodson Whitehead
PartnerGreen Square Capital Advisors LLCMemphis, TN , United States
Brandon Byrd
Brandon Byrd
Portfolio ManagerDelta Asset Management Llc/tnMemphis, TN , United States