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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

Qualifications

Experience

No timeline events available.
Employer Years Dates
Ritholtz Wealth Management 4 years, 2 months Sep 2013 - Present
Fusion Analytics Investment Partners LLC 1 year Sep 2012 - Sep 2013
Self Employed Trader 7 months Jan 2012 - Aug 2012
Zero Chaos 4 months Aug 2011 - Dec 2011
Mml Investors Services Inc 5 months Feb 2010 - Jul 2010
Massmutual 1 year, 6 months Jan 2009 - Jul 2010
Mezzanote 1 year, 5 months Aug 2007 - Jan 2009

Designations & Memberships

  • Chartered Financial Analyst
    Designation
    Chartered Financial Analyst
    Widely considered the gold standard for investment professionals, this six decade old charter is only given to designees who can demonstrate competence, integrity, and dedication to the field of investment management.

Articles and Answers

Insights by Michael Batnick

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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
    Aug 2, 2017
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Aug 2, 2017
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

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees