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Financial ADVSR advisor directory · SEC adviser records

Ritholtz Wealth Management financial advisors in Charlotte, NC

Every SEC-registered investment adviser representative at a Ritholtz Wealth Management office in Charlotte, A to Z.

The short answer

3 registered advisors work at Ritholtz Wealth Management in Charlotte, out of 54 at the firm nationwide; it ranks number 135 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Ritholtz Wealth Management advisors in Charlotte, A to Z

Every Ritholtz Wealth Management advisor →

Ritholtz Wealth Management advisors in every city and state →Ritholtz Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Ritholtz Wealth Management advisors in other cities

New York, NY 25Chicago, IL 4Stony Brook, NY 2Amber, PA 1Chesterfield, VA 1Cincinnati, OH 1Denver, CO 1Grand Rapids, MI 1Harrison, NJ 1Jackson, WY 1Lexington, KY 1Manhattan Beach, CA 1Marlboro, NJ 1Naples, FL 1Nashville, TN 1

Other firms in Charlotte

All Charlotte advisors →

Vanguard Advisers, Inc. 641Merrill Lynch, Pierce, Fenner & Smith Incorporated 434Wells Fargo Clearing Services, LLC 395Tiaa-Cref Individual & Institutional Services, LLC 321UBS Financial Services Inc. 147Truist Advisory Services, Inc. 118LPL Financial LLC 107Ameriprise Financial Services, LLC 102Morgan Stanley 95Strategic Advisers LLC 82Ip Financial Advisory Services LLC 66Principal Advised Services 66

Questions

How many financial advisors does Ritholtz Wealth Management have in Charlotte?

3 investment adviser representatives are registered at Ritholtz Wealth Management offices in Charlotte, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 54 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Ritholtz Wealth Management one of the largest advisor employers in Charlotte?

Ritholtz Wealth Management ranks number 135 in Charlotte by registered advisors; Vanguard Advisers, Inc. has the most, with 641.

How do I check a Ritholtz Wealth Management advisor in Charlotte?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Ritholtz Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.