Ross A. Riskin

RISKIN WEALTH MANAGEMENT

NEWTOWN, CT 06470

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CRD#: 7188657

Professional summary

Ross Anthony Riskin, who also goes by Ross Riskin, is a registered financial advisor currently at RISKIN WEALTH MANAGEMENT, LLC located in Newtown, Connecticut.

Ross is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Ross has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ross Riskin

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Ross Riskin is an owner and Vice President of Riskin & Riskin, PC (a public accounting firm). He devotes 3 hours per week during market trading hours to this activity. Ross Riskin is an owner and Chief Creative Officer of visiWealth, LLC (an educational content company). He devotes 5 hours per week during market trading hours to this activity. Ross Riskin serves on the Advisory Council for the American Institute of Certified College Financial Consultants. He devotes 2 hours per week during market trading hours to this activity. Ross Riskin works as a Senior Strategy Advisor in a consultant role for the Investments & Wealth Institute (a nonprofit membership organization). This activity is a remote position and he devotes 5 hours per week during market trading hours to this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ross Anthony Riskin's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 2, 2020 - Present

RISKIN WEALTH MANAGEMENT, LLC

Office #1: 33 Main Street Unit 2, Newtown, CT 06470

RIA

CRD#: 306161

NEWTOWN, CT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Connecticut
(1/2/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

RISKIN WEALTH MANAGEMENT, LLC

CRD#: 306161 / SEC#:

Connecticut

Registered Investment Advisory firm - (1/2/2020 Approved)

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Contact information

Main Address

33 Main Street Unit 2, Newtown, CT 06470

Mailing Address

Phone number

(203) 344-5632

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	66
AUM (Assets Under Management)	$ 12,785,378

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Ross A. Riskin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ross Anthony Riskin's CRS (Customer Relationship Summary).

Certified licenses

Experience

RISKIN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

RISKIN WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RISKIN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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