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Riley Harris Feldman

10 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
14 advisors
Number of Clients
6,373 clients
Average Client Portfolio
$7K average
Assets Under Management
$47.7M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

1880 S Dairy Ashford Road, Ste 300, Houston, TX, 77077

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Riley is a registered representative and a licensed insurance agent. This creates a conflict of interest, but Catalyst Wealth Management LLC requires its supervised persons to act in the best interest of the client at all times.

Employment History
Current Registrations
Catalyst Wealth Management LLC
April 2024 - Present · 1 yr 10 mos
Innovation Partners LLCBroker
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Gwn Securities INC.Broker
June 2022 - April 2024 · 1 yr 10 mos
Gwn Securities INC.
June 2022 - April 2024 · 1 yr 10 mos
Equitable Advisors, LLC
April 2018 - June 2022 · 4 yrs 2 mos
Equitable Advisors, LLCBroker
April 2015 - June 2022 · 7 yrs 2 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Riley Harris Feldman - Financial Advisor | TrueAdvisor