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Michelle Nicole Katzen

Ritholtz Wealth Management

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About Michelle Nicole Katzen

Michelle Nicole Katzen is a financial advisor with Ritholtz Wealth Management. Michelle is a Certified Financial Planner® professional and has been in the industry since 2008. Michelle has experience working with both high-net-worth individuals and families. Michelle has experience working with both individual investors and institutional clients, including pension plans and charitable organizations. Michelle provides a variety of financial services to clients, including financial planning, portfolio management, and investment advice. Michelle is also registered in California.

Firm Information

Michelle Katzen 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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fixed fees

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

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percentage of assets

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

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Michelle Katzen’s Registration & Firm History

CA

07/14/2023 - Present

Ritholtz Wealth Management (Manhattan Beach CA)

CO

09/08/2008 - 05/13/2009

UBS FINANCIAL SERVICES INC. (DENVER CO)

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Licenses & Designations

BOTH

Issued 09/25/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/05/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michelle Nicole Katzen.
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