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Overview

Services

Advisor Services

There is no Services data available to display at this time.

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Ritholtz Wealth Management 4 years, 5 months Nov 2015 - Present
Jc Fishman, Limited Liability Company 6 years, 1 month Mar 2014 - Present
Ameritas Investment Corp 7 years, 7 months Sep 2012 - Present
Rosenbaum Financial, Inc 3 years, 2 months Sep 2012 - Nov 2015
Sii Investments Inc 9 months Dec 2011 - Sep 2012
Integrative Capital, LLC 9 months Mar 2011 - Dec 2011
Paulson Investment Company, Inc. 3 months Dec 2010 - Mar 2011
Implicit Trading 5 years, 5 months May 2005 - Oct 2010

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Joel Fishman

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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
    Jan 17, 2020
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Sep 4, 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