Unclaimed Profile

Michael David Ritzer

WEDGE CAPITAL MANAGEMENT LLP·CHARLOTTE, North Carolina

Series 7, Series 63, Series 65Clean record15 years registeredWEDGE CAPITAL MANAGEMENT LLP

301 SOUTH COLLEGE STREET, CHARLOTTE, NC 28202-6002CRD# 4694783Firm CRD# 106234

Profile Verification

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

Identity

Michael David Ritzer · CHARLOTTE, NC

Registration

CRD #4694783 · WEDGE CAPITAL MANAGEMENT LLP · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEDGE CAPITAL MANAGEMENT LLP

WEDGE CAPITAL MANAGEMENT LLP

Nov 2010 – Jan 2024

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · November 23, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEDGE CAPITAL MANAGEMENT LLP

CRD 106234 · SEC 801-29479

AUM

$7.6B

Regulatory assets under management

Employees

234 client accounts

Services offered by WEDGE CAPITAL MANAGEMENT LLP

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at WEDGE CAPITAL MANAGEMENT LLP →

Introduction

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Frequently Asked Questions

What services does Michael David Ritzer offer?

Michael David Ritzer specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory.

What are Michael David Ritzer's credentials?

Michael David Ritzer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael David Ritzer located?

Michael David Ritzer is based in CHARLOTTE, North Carolina, last registered with WEDGE CAPITAL MANAGEMENT LLP.

How does Michael David Ritzer charge for services?

Michael David Ritzer's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEDGE CAPITAL MANAGEMENT LLP?

WEDGE CAPITAL MANAGEMENT LLP has approximately 26 employees and manages $7.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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