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Jeff Orlouski
Equity Trader and Supervision Analyst at B. Riley Wealth Advisors, Inc.
About
Jeff Orlouski is an experienced investment professional currently serving as an Equity Trader and Supervision Analyst at National Securities Corporation in New York, NY. In this dual role, he executes equity trading strategies and ensures regulatory compliance for client portfolios, leveraging over a decade of expertise in capital markets and risk management. His primary focus is on U.S. equities, working with a range of individual and institutional investors.
Prior to his tenure at National Securities Corporation, Jeff held trading and analyst positions at Prime Capital Services and Toussaint Capital Partners, where he gained experience across both debt and equity capital markets. This diverse background has made him adept at navigating trading, supervision, and regulatory frameworks within the securities industry.
Jeff earned his B.S. in Finance from the University of Nebraska-Lincoln, which grounds his analytical approach to equity markets. Recognized for his professional diligence and compliance acumen, he specializes in equity trading and surveillance, particularly within the U.S. securities sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| National Securities Corporation | Equity Trader and Supervision Analyst | Oct 2013 to Present | Execute equity, block trades options and ETF orders for Advisory and Ultra High Net Worth client accounts. Review and approve all new account applications, wire transfers and account modifications. As... |
| Prime Capital Services | Trader | Dec 2012 to Oct 2013 | Traded equities, options, mutual funds and UIT's Reviewed and approve external trades for appropriate suitability, licenses and available cash balances. Monitored and process pending corporate actions... |
| Toussaint Capital Partners | Associate Debt and Equity Capital Markets | Mar 2011 to Apr 2012 | Established and maintained investment banking relationships with corporate issuers for a boutique investment bank, with particular emphasis on issuers in the banking and finance and utility sectors. ... |
| Toussaint Capital Partners | Associate and Equity and Fixed Income Sales and Trading | Apr 2010 to Apr 2012 | Traded initial and secondary public offerings, preferred stock, treasury securities, commercial paper and corporate and municipal bonds with institutional accounts. Executed equity orders in U.S and ... |
| Bank of New York Mellon | Equity Trader | Feb 2005 to Dec 2008 | Executed equity and futures trades through multiple dark pools and ECN's, provided research information to trading counterparties and led the working of Corporate Buy Back orders in accordance with 10... |
| Allstate Financial Services | Trader | Jul 2001 to Dec 2004 | — |
| Ameritrade | Trader | Jan 1998 to Jan 2002 | — |
Education
University of Nebraska-Lincoln
B.S, Finance
Skills & Expertise
Others at B. Riley Wealth Advisors, Inc. (29)
| Name | Role | Location |
|---|---|---|
 | Vice President, Investments | Chicago, IL , United States |
C Chad Veitch | Head Equity Trader | Boca Raton, FL , United States |
 | Senior Vice President, Investments | Chicago, IL , United States |
D Demy Jacob | Trading Associate | Edison, NJ , United States |
 | Senior Vice President, Investments | Fort Lauderdale, FL , United States |
E Eve Glatt | Senior Portfolio Manager | New York, NY , United States |
 | Vice President, Investments CFP® | Merrick, NY , United States |
 | Senior Vice President - Investments | United States |
 | Vice President, Investments | Westlake Village, CA , United States |
J Jesse Kohen | Associate | New York, NY , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
 | Partner | Green Square Capital Advisors LLC | Memphis, TN , United States |
 | Portfolio Manager | Delta Asset Management Llc/tn | Memphis, TN , United States |
