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Dinamarie Rose Isola

Serving investors' needs for financial education and conflict-free investing.

Ritholtz Wealth Management
MANAGING MEMBER

New York

NY

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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
ATI Investment Consulting, Inc. 13 years, 3 months Sep 2006 - Present
Seligman Advisors, Inc. 22 years, 10 months Feb 1997 - Present
J. &W. Seligman & Co. Incorporated 22 years, 11 months Jan 1997 - Present

Designations & Memberships

Membership information not available

Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Apr 14, 2003
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Ritholtz Wealth Management

Last updated on May 3, 2019
    • $1.0B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
      Accounts
    • $385.6K
      Estimated Average Account Balance

Fees

Fee Only Advisor
$
This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements