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Joshua Brown

Managing Member at Ritholtz Wealth Management in New York, NY

Investment adviser registrationUpdated

Joshua Brown is Managing Member of Ritholtz Wealth Management, an investment adviser managing $9.42B, and works from its New York, NY office. Joshua Brown has been registered as an investment adviser representative through Ritholtz Wealth Management since 20 January 2014, has 15 years in the industry across 2 firms and has passed the Series 7, Series 63, Series 24 and Series 65.

15
Years in industry
12
Years at firm
2
Adviser firms
1
States registered

From the IAPD record, checked 21 October 2026SEC record

Career

Joshua Brown has been Managing Member of Ritholtz Wealth Management since August 2013, is a control person of the firm and directly owns between 25% and 50% of it.

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.

Josh Brown is CEO of Ritholtz Wealth Management. Brown met Barry Ritholtz in 2010, and the two have worked together since 2011. In 2013 they co-founded Ritholtz Wealth Management in New York City with two partners.

Joshua Brown’s longest registration is the current one, 12 years at Ritholtz Wealth Management since 2014. Before joining Ritholtz Wealth Management in 2014, Joshua Brown was registered through Fusion Analytics Investment Partners LLC.

  1. Ritholtz Wealth ManagementCurrent
    – present · 12 years
    New York, NY · Adviser representative · Firm CRD 168652
  2. Fusion Analytics Investment Partners LLC
    – · 3 years
    Coral Springs, FL · Adviser representative · Firm CRD 139321

Credentials and registrations

Investment adviser representative registrations

Joshua Brown is registered as an investment adviser representative in New York, since March 2021.

  • New YorkSince 2 March 2021

Examinations

Series 652 August 2010
Name
Uniform Investment Adviser Law Examination
Series 241 November 2004
Name
General Securities Principal Examination
Series 6328 October 1997
Name
Uniform Securities Agent State Law Examination
Series 74 October 1997
Name
General Securities Representative Examination

Key facts

Full name
Joshua Morgan Brown
CRD
2781372
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
December 2010
Disciplinary history
Not yet shown here · SEC record
Firm bio
ritholtzwealth.com

Common questions

Where does Joshua Brown work?

Joshua Brown has been Managing Member of Ritholtz Wealth Management since August 2013, and is a control person of the firm.

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

Is Joshua Brown a financial advisor?

Yes. Joshua Brown has a current investment-adviser registration in New York, through Ritholtz Wealth Management since January 2014.

Source: IAPD individual record, checked 21 October 2026

How many years of experience does Joshua Brown have?

Joshua Brown has 15 years in the financial industry, since December 2010, across 2 adviser firms.

Source: IAPD individual record, checked 21 October 2026

What exams has Joshua Brown passed?

Joshua Brown has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 65. The earliest, the Series 7, was passed in October 1997.

Source: IAPD individual record, checked 21 October 2026

Where did Joshua Brown work before Ritholtz Wealth Management?

Before Ritholtz Wealth Management, Joshua Brown was registered through Fusion Analytics Investment Partners LLC, August 2010 to September 2013.

Source: IAPD individual record, checked 21 October 2026

Where is Joshua Brown based?

Joshua Brown’s registered office is in New York, NY.

Source: IAPD individual record, checked 21 October 2026

Is Joshua Brown registered with FINRA?

No. Joshua Brown has no current broker registration.

Source: IAPD individual record, checked 21 October 2026

How can I verify Joshua Brown’s record?

Search CRD 2781372 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joshua Brown’s full registration record.

Source: IAPD individual record, checked 21 October 2026

Leadership at Ritholtz Wealth Management

Sources

  1. IAPD individual record, CRD 2781372, 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.
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