Unclaimed Profile

Paul Steven Zodtner

RITHOLTZ WEALTH MANAGEMENT·NEW YORK, New York

SIE, Series 7, Series 66Clean record12 years registeredRITHOLTZ WEALTH MANAGEMENT

24 WEST 40TH STREET, NEW YORK, NY 10018CRD# 6235097Firm CRD# 168652

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paul Steven Zodtner · NEW YORK, NY

Registration

CRD #6235097 · RITHOLTZ WEALTH MANAGEMENT · 12 years registered

Brand Profile

Not yet started

Career History

RITHOLTZ WEALTH MANAGEMENT

Mar 2019 – present

AMERIPRISE FINANCIAL SERVICES, INC.

Nov 2013 – Mar 2019

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · November 13, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RITHOLTZ WEALTH MANAGEMENT

CRD 168652 · SEC 801-78479

AUM

$5.0B

Regulatory assets under management

Employees

10,501 client accounts

Services offered by RITHOLTZ WEALTH MANAGEMENT

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RITHOLTZ WEALTH MANAGEMENT →

Introduction

Speak with Paul

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Paul is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in NEW YORK?

Browse all registered financial advisors in NEW YORK, New York or claim this profile if it's yours.

Browse NEW YORK Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Paul Steven Zodtner offer?

Paul Steven Zodtner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEW YORK, New York for a consultation.

What are Paul Steven Zodtner's credentials?

Paul Steven Zodtner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Steven Zodtner located?

Paul Steven Zodtner is based in NEW YORK, New York, working with RITHOLTZ WEALTH MANAGEMENT. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.

How does Paul Steven Zodtner charge for services?

Paul Steven Zodtner's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RITHOLTZ WEALTH MANAGEMENT?

RITHOLTZ WEALTH MANAGEMENT has approximately 60 employees and manages $5.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →