Matthew Bruce Schechner
Financial advisor at B. Riley Wealth Advisors, Inc. · Westbury, NY
Last updated 2026-10-10
Claim your profileMatthew Bruce Schechner is a financial advisor at B. Riley Wealth Advisors, Inc. in Westbury, NY, CRD 2383117. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2008-01-11.
Registration
- CRD number
- 2383117
- Registration status
- Active
- IAPD registration
- 2008-01-11
- Industry Experience
- 18 years
- Work Experience
- 17 years
- States registered
- FL, NY, TX
Licenses and exams
- Series 63
- Series 65
Work history
- 2009-03 to 2022-07 · N Ational Securities Corporation · Uniondale, NY
- 2009-05 to Present · B. Riley Wealth Advisors · New York City, NY
- 2022-07 to Present · B. Riley Wealth Management · Westbury, NY
Current employment
- B. Riley Wealth Advisors, Inc. · Memphis, TN
B. Riley Wealth Advisors, Inc.
- Regulatory AUM
- $4,211,631,082
- Registered advisors
- 170
- Offices
- 151
- Clients per advisor
- 62.2 (Moderate)
- Average AUM per client
- $398.3K (Low)
- High-net-worth client ratio
- 7.6% (Low)
B. Riley Wealth Advisors, Inc.: advisors, services and reported ETF investments
About
Matthew Bruce Schechner is a financial advisor at B. Riley Wealth Advisors, Inc. in Westbury, NY. Reported securities licenses include Series 63 and Series 65. The latest record indicates 18 years of industry experience and 17 years of reported work history. Reported roles include B. Riley Wealth Management, B. Riley Wealth Advisors, N Ational Securities Corporation.
SEC disclosures list additional business and community activities: (1) B: Riley wealth insurance corp; investment-related; same address as brwm; insurance agent, financial advisor; start date 06/2009; 8 hrs/month, during trading hours; sale of insurance products; (2) global wealth partners; investment-related; expense paying entity for for b.
B. Riley Wealth Advisors, Inc.'s firm-level Form ADV reports 170 advisors across 151 offices; approximately 62.2 clients per advisor, average assets per client of $398,338, and regulatory AUM of $4.2B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $759M across 311 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Matthew Bruce Schechner personally.
Reported ETF positions
B. Riley Wealth Advisors reports 311 ETF positions worth $759M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $44.4M |
| VUG — Vanguard Morningstar Growth ETF | $29.3M |
| SPY — SPDR S&P 500 ETF TRUST | $25M |
| QQQ — Invesco QQQ Trust, Series 1 | $21.2M |
| SMH — VanEck Semiconductor ETF | $20.9M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
B. Riley Wealth Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $4.2M | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $4.2M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $1.3M | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $1.2M | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by B. Riley Wealth Advisors, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Accountant or Accounting Firm
- Insurance Company or Agency
- Sponsor or GP of Pooled Investment Vehicl
Location
400 Post Ave, Westbury, NY 11590
3 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 901-251-1330
- Website: brileywealth.com
Official record
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