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Dinamarie Isola, portrait

Dinamarie Isola

Managing Member at Ritholtz Wealth Management in Stony Brook, NY

Investment adviser registrationUpdated

Dinamarie Isola is Managing Member of Ritholtz Wealth Management, an investment adviser managing $9.42B, and works from its Stony Brook, NY office. Dinamarie Isola has been registered as an investment adviser representative through Ritholtz Wealth Management since 6 June 2021, has 5 years in the industry across 1 firm and has passed the Series 6 and Series 65.

5
Years in industry
5
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 21 October 2026SEC record

Career

Dinamarie Isola has been Managing Member of Ritholtz Wealth Management since April 2019, 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.

Dina Isola is Advisor of Ritholtz Wealth Management. Isola co-founded a registered investment advisory firm in 2002 and joined forces with Ritholtz in late 2015. Isola's background in the industry is in communications.

  1. Ritholtz Wealth ManagementCurrent
    – present · 5 years
    Stony Brook, NY · Adviser representative · Firm CRD 168652

Credentials and registrations

Investment adviser representative registrations

Dinamarie Isola is registered as an investment adviser representative in New York, since June 2021.

  • New YorkSince 6 June 2021

Examinations

Series 6526 August 2008
Name
Uniform Investment Adviser Law Examination
Series 616 October 1991
Name
Investment Company Products/Variable Contracts Representative Examination

Key facts

Full name
Dinamarie Rose Isola
CRD
1706064
Firm
Ritholtz Wealth Management · CRD 168652
Role
Managing Member
Office
Stony Brook, NY
Registration
Investment adviser registration
In the industry since
June 2021
Disciplinary history
Not yet shown here · SEC record
Firm bio
ritholtzwealth.com

Common questions

Where does Dinamarie Isola work?

Dinamarie Isola has been Managing Member of Ritholtz Wealth Management since April 2019.

Source: Form ADV, Schedule A, filed 10 August 2026

Is Dinamarie Isola a financial advisor?

Yes. Dinamarie Isola has a current investment-adviser registration in New York, through Ritholtz Wealth Management since June 2021.

Source: IAPD individual record, checked 21 October 2026

How many years of experience does Dinamarie Isola have?

Dinamarie Isola has 5 years in the financial industry, since June 2021, across 1 adviser firm.

Source: IAPD individual record, checked 21 October 2026

What exams has Dinamarie Isola passed?

Dinamarie Isola has passed 2 licensing exams: the Series 6 and Series 65. The earliest, the Series 6, was passed in October 1991.

Source: IAPD individual record, checked 21 October 2026

Where is Dinamarie Isola based?

Dinamarie Isola’s registered office is in Stony Brook, NY.

Source: IAPD individual record, checked 21 October 2026

Is Dinamarie Isola registered with FINRA?

No. Dinamarie Isola has no current broker registration.

Source: IAPD individual record, checked 21 October 2026

How can I verify Dinamarie Isola’s record?

Search CRD 1706064 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Dinamarie Isola’s full registration record.

Source: IAPD individual record, checked 21 October 2026

Leadership at Ritholtz Wealth Management

Sources

  1. IAPD individual record, CRD 1706064, checked 21 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Ritholtz Wealth Management, filed 10 August 2026. Title, control and ownership bands.
  3. Ritholtz Wealth Management team page. Biography, education, credentials, awards and the portrait, reproduced for identification.
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