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No timeline events available.
Employer Years Dates
Ritholtz Wealth Management 10 months, 1 week Jun 2019 - Present
Ameriprise Financial Services, Inc. 1 year, 9 months Aug 2017 - May 2019
Joseph Gunnar & Co., LLC 3 months Apr 2016 - Jul 2016
Maxim Group LLC 10 months Jun 2015 - Apr 2016
Suny Brockport Campus Recreation 8 months Sep 2014 - May 2015
Kennan Ash, LLC. 3 years, 2 months May 2014 - Jul 2017
Suny College At Brockport 3 years, 9 months Aug 2011 - May 2015
Target 4 years, 8 months Sep 2010 - May 2015
Half Hollow Hills High School East 2 years, 9 months Sep 2008 - Jun 2011
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Dylan Kluender?
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Licenses & Conducts

U.S. Securities and Exchange Commission
  • license status
  • disclosures
  • as of date
    Feb 12, 2020
  • license status
    Not registered
  • disclosures
  • as of date
    Aug 6, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:


Ritholtz Wealth Management

Last updated on March 30, 2020
    • $1.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
    • $398.1K
      Estimated Average Account Balance


Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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