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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Lawrence Ritholtz is a Registered Investment Advisor at Ritholtz Wealth Management. Barry has been in the industry since 1996 and has passed the Series 7, Series 63 and Series 65 exams. Barry holds a current registration in New York and previously held registrations in several other states. In addition to working with Ritholtz Wealth Management, Barry also works as a writer and media contributor, spending approximately 25% of his time on these activities. Barry also has ownership interests in several other investment-related businesses, including those that provide Fixed Insurance products, content marketing services, and venture capital investments.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Good advice; liftoff - automated advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
06/06/2021 - Present
Ritholtz Wealth Management (NEW YORK NY)
FL
05/18/2009 - 06/24/2010
FUSION ANALYTICS SECURITIES LLC (CORAL SPRINGS FL)
NY
10/23/2002 - 01/31/2006
MAXIM GROUP LLC (NEW YORK NY)
NY
12/21/2001 - 11/11/2002
EHRENKRANTZ KING NUSSBAUM, INC. (MELVILLE NY)
NY
08/30/2002 - 10/23/2002
INVESTEC ERNST & COMPANY (NEW YORK NY)
NY
10/22/2001 - 12/21/2001
EHRENKRANTZ KING NUSSBAUM (NEW YORK NY)
NY
04/19/2001 - 10/22/2001
WEATHERLY SECURITIES CORPORATION (NEW YORK NY)
CT
02/14/2000 - 04/19/2001
AUERBACH, POLLAK & RICHARDSON INC. (STAMFORD CT)
NY
10/19/1998 - 01/27/2000
TRAUTMAN WASSERMAN & COMPANY, INC. (NEW YORK NY)
NY
05/14/1998 - 09/25/1998
PRIME CHARTER LTD. (NEW YORK NY)
NY
04/24/1996 - 10/31/1997
A.J. MICHAELS & CO., LTD. (HAUPPAUGE NY)
IA
Issued 10/25/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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