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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
Ritholtz Wealth Management 6 years, 1 month Mar 2014 - Present
Bank of America, N.A. 4 years, 3 months Dec 2009 - Mar 2014
Merrill Lynch, Pierce, Fenner & Smith Incorporatedwashington, Dc 8 years, 7 months Aug 2005 - Mar 2014
Merrill Lynch, Pierce, Fenner & Smith Incorporated 8 years, 7 months Aug 2005 - Mar 2014

Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Chartered Retirement Planning Counselor
    Designation
    Chartered Retirement Planning Counselor
    The CRPC Program focuses on the pre- and post-retirement needs of individuals, allowing you to transform the retirement planning process into a positive experience.

Articles and Answers

Insights by Patrick Haley

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Mar 7, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Mar 7, 2019
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 March 30, 2020
    • $1.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
      Accounts
    • $398.1K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees