linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Benjamin Everitt Coulthard

Ritholtz Wealth Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Benjamin? Claim Your Profile

About Benjamin Everitt Coulthard

Benjamin Coulthard is a registered investment advisor representative associated with Ritholtz Wealth Management in NEW YORK, NY. Benjamin is a licensed investment advisor representative in Massachusetts and New York. Benjamin's previous work experience includes State Street Global Advisors Funds Distributors, LLC and State Street Global Advisors Trust Company in Boston, MA.

Firm Information

Benjamin Coulthard is currently registered with Ritholtz Wealth Management. Ritholtz Wealth Management is an investment advisory firm located in NEW YORK, NY. They offer a variety of services including financial planning, pension consulting, selection of other advisers, and portfolio management for individuals and businesses. The firm has a total of 10,501 client accounts with a total of $5,044,156,635 in assets under management.
Ritholtz Wealth Management

24 WEST 40TH STREET

NEW YORK, NY 10018

$5.04B

Assets Under Management

Not reported

Total Clients

37

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

good advice; liftoff - automated advisory services

Good advice; liftoff - automated advisory services

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Benjamin Coulthard’s Registration & Firm History

NY

03/01/2021 - Present

Ritholtz Wealth Management (NEW YORK NY)

MA

11/11/2015 - 09/18/2019

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC (Boston MA)

Not sure if Benjamin Everitt Coulthard is right for you?

Licenses & Designations

IA

Issued 01/02/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/08/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/11/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Benjamin Everitt Coulthard.
Not sure if Benjamin Everitt Coulthard is right for you?