Tom Udelson

Tom Udelson: Email & Phone Number

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Financial Advisor at B. Riley Wealth Management|Beachwood, Ohio, United States

Position:

Financial Advisor at B. Riley Wealth Management

Location:

Beachwood, Ohio, United States

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Last updated: 2026-07-29
Updated: 2026-07-29

Found email addresses for Tom Udelson:

Business emails:
t*********n@rbc.com,
t******n@wunderlichsecurities.com
Personal emails:
t*********n@gmail.com,
r*************e@msn.com

Found phone for Tom Udelson:

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Work Experience 42 years

Financial Advisor at B. Riley Wealth Management

Oct 2010 - Current

Financial Advisor at RBC Capital Markets

Mar 2009 - Oct 2010

Financial Advisor at Ferris, Baker, Watts LLC

Sep 2000 - Nov 2009

Financial Advisor at Raymond James

Jun 1998 - Oct 2000

Financial Advisor at Roney & Company

May 1989 - May 1998

Financial Consultant at Dean Witter Reynolds (Morgan Stanley)

Apr 1984 - Jun 1989

Tom Udelson started working in 1984, then the employee has changed 5 companies and 1 job. On average, Tom Udelson works for one company for 7 years 2 months.

Their professional focus is Fundamental Security Analysis, Portfolio Construction, and Relative Strength Analysis across 3 core areas.

Education

BA, Psychology and Religion at Case Western Reserve University

Shaker Heights City School District

Tom Udelson Namesakes

Name
Company
Position
Tom Udelson
Senior Vice President/Investments - Stifel
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