Benjamin Coulthard has been Managing Member of Ritholtz Wealth Management since January 2024, is not listed as a control person, but directly owns under 5% of the firm.
Ritholtz Wealth Management is a New York, NY firm with $9.42B under management, 4,221 clients and 48 advisers across 15 offices, as of its August 2026 filing.
Benjamin Coulthard is Sr. Advisor of Ritholtz Wealth Management. Coulthard started reading Josh in 2015 and later discovered other RWM team members before becoming part of the team. Coulthard has 10+ years of industry experience.
- Ritholtz Wealth ManagementCurrent– present · 5 yearsNew York, NY · Adviser representative · Firm CRD 168652
Professional designations
Listed by Ritholtz Wealth Management
- CFP®
Investment adviser representative registrations
Benjamin Coulthard is registered as an investment adviser representative in Massachusetts, since March 2021.
- MassachusettsSince 24 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 January 2021 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 11 November 2015 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 August 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Benjamin Everitt Coulthard
- CRD
- 6238127
- Firm
- Ritholtz Wealth Management · CRD 168652
- Role
- Managing Member
- Office
- 24 WEST 40TH STREET, 15TH FLOOR, New York, NY 10018
- Registration
- Investment adviser registration
- In the industry since
- April 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ritholtzwealth.com
Where does Benjamin Coulthard work?
Benjamin Coulthard has been Managing Member of Ritholtz Wealth Management since January 2024.
Is Benjamin Coulthard a financial advisor?
Yes. Benjamin Coulthard has a current investment-adviser registration in Massachusetts, through Ritholtz Wealth Management since March 2021.
How many years of experience does Benjamin Coulthard have?
Benjamin Coulthard has 9 years in the financial industry, since April 2017, across 1 adviser firm.
What exams has Benjamin Coulthard passed?
Benjamin Coulthard has passed 3 licensing exams: the Series 63, Series 7 and Series 65. The earliest, the Series 63, was passed in August 2014. FINRA credited Benjamin Coulthard with the SIE, which began in October 2018.
Where is Benjamin Coulthard based?
Benjamin Coulthard’s registered office is in New York, NY.
Is Benjamin Coulthard registered with FINRA?
No. Benjamin Coulthard has no current broker registration.
Is Benjamin Coulthard a CFP?
Ritholtz Wealth Management lists Benjamin Coulthard with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Benjamin Coulthard, CFP® biography, ritholtzwealth.com
How can I verify Benjamin Coulthard’s record?
Search CRD 6238127 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Benjamin Coulthard’s full registration record.
- Patricia FerraroChief Compliance Officer & Managing Member
William ArtzerounianManaging Member
Benjamin CarlsonManaging Member
Anna ChaikenManaging Member
Ross CohenManaging Member
Margaret DuquesnayManaging Member
Joel FishmanManaging Member
Taylor HollisManaging Member
Dinamarie IsolaManaging Member
Michelle KatzenManaging Member
Dylan KluenderManaging Member
Daniel LarosaManaging Member
Matthew LohriusManaging Member
Nicholas MaggiulliManaging Member
Erika MauroManaging Member
Jonathan NovyManaging Member
Alexander PalumboManaging Member
Gary PulfordManaging Member
Brian RosenManaging Member
Nicholas SapienzaManaging Member
William SweetManaging Member
Kevin YoungManaging Member
Paul ZodtnerManaging Member
Barry RitholtzManaging Member- Joshua BrownManaging Member
Kristopher VenneManaging Member
Michael BatnickManaging Member
Jay TiniManaging Member