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Joshua Morgan Brown

Joshua Morgan Brown

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Ritholtz Wealth Management
Managing Member
Type: RIA

Josh Brown has spent his career helping people invest and manage portfolios. His clients range from individuals to corporations, retirement plans and charitable foundations.

Josh is the author of the book Backstage Wall Street, (McGraw-Hill, 2012).
He is on the advisory board of Brightscope, where he hopes to help usher ...(see more)

Funds Used With Clients

No advisor funds listed.

Advisor Timeline

No timeline events available.
Ritholtz Wealth Management 2 years, 2 months Sep 2013 - Present
Fusion Analytics Inv Partners 3 years, 2 months Jul 2010 - Sep 2013
Westrock Advisors 8 years, 3 months Apr 2002 - Jul 2010
Lew Leiberbaum 13 years Jul 1997 - Jul 2010
ExamSeriesPassed Date
Uniform Investment Adviser Law ExaminationSeries 65 08/02/2010
General Securities Principal ExaminationSeries 24 11/01/2004
Uniform Securities Agent State Law ExaminationSeries 63 10/28/1997
General Securities Representative ExaminationSeries 7 10/04/1997

Answers and Articles

Level 18 Level 18 Contributor 11 Answers and 1 Financial Article

Top Answers

Answered Apr 04, 2012 near Manhattan, NY
28 votes
I think penny stocks are fantastic for the following: Capital Loss generation Promoters and "investor relations firms" who represent the companies People who live far away from a store that sells lotto tickets Anyone who finds themself in some type ...(more)
Answered Mar 13, 2012 near Manhattan, NY
21 votes
Not important at all. The star system at Morningstar is predicated on how the fund has done historically. You’re probably not interested in betting on a horse that ran the Kentucky Derby in 2011, right? Morningstar is working on improving its ratings ...(more)
Answered Mar 09, 2012 near Manhattan, NY
19 votes
The "Golden Number" of mutual funds you should invest in is zero. The mutual fund is an inferior product utilizing the cutting edge of post-Depression Era technology (the Investment Company Act of 1940 created the rules). The few remaining mutual funds ...(more)
See more Answers

Top Articles

What's the Deal with Generation Y's Distrust in the Stock Market?

Published Mar 09, 2012
20 votes
"To me it just doesn't seem logical, that you could save all that money and then potentially lose it all down the road." - Diane Casaretti, 26-year-old marketing rep The Generation Yers - now in ...(more)
*Answers and articles are provided without compensation.

Advisor Information


Lying By Omission: Mutual Funds, Track Records and Departing Managers

In the mutual fund world, it is said that the manager doesn’t own his track record, the suits own it

Review of my book 'Backstage Wall Street'

The first review of 'Backstage Wall Street' is in - and it's a good one!

Social Media

Firm Client Types

High Net Worth Individuals
Pension and Profit Sharing Plans
Charitable Organizations

*The Client Types data displayed is firm level data as reported on the SEC ADV filing.

Licenses and Conduct

License Status
Not registered

No Disclosures Found

No Disclosures Found

As of Date
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.

Advisor Compensation Arrangements

Fee Only

This advisor has certified that they are compensated solely by their clients, and do not accept commissions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements