Back to top

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

Qualifications

Experience

No timeline events available.
Employer Years Dates
Fusion Analytics Securities LLC 11 years, 10 months Jan 2007 - Present
Fusion Analytics Securities LLC 6 years, 8 months Jan 2007 - Sep 2013
Fusion Iq 12 years, 10 months Jan 2006 - Present
Fusion Iq 7 years, 8 months Jan 2006 - Sep 2013

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Barry Ritholtz

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
There are no answers for this advisor to display at this time.

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
    Oct 2, 2018
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 12, 2017
    • $505.6M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $323.3K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements