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Michael Batnick, portrait

Michael Batnick

Managing Member at Ritholtz Wealth Management in New York, NY

Investment adviser registrationUpdated

Michael Batnick is Managing Member of Ritholtz Wealth Management, an investment adviser managing $9.42B, and works from its New York, NY office. Michael Batnick has been registered as an investment adviser representative through Ritholtz Wealth Management since 28 January 2014, has 13 years in the industry across 2 firms and has passed the Series 7, Series 66 and Series 65.

13
Years in industry
12
Years at firm
2
Adviser firms
1
States registered

From the IAPD record, checked 21 October 2026SEC record

Career

Michael Batnick has been Managing Member of Ritholtz Wealth Management since October 2013, is a control person of the firm and directly owns between 10% and 25% 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.

Michael Batnick is Managing Partner of Ritholtz Wealth Management. Batnick's career began with a sales position at a life insurance company. He met Josh Brown at a train station in the town they both grew up in.

Michael Batnick’s longest registration is the current one, 12 years at Ritholtz Wealth Management since 2014. Before joining Ritholtz Wealth Management in 2014, Michael Batnick 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
    – · under a year
    New York, NY · Adviser representative · Firm CRD 139321

Credentials and registrations

Professional designations

Listed by Ritholtz Wealth Management

  • CFA®

Investment adviser representative registrations

Michael Batnick is registered as an investment adviser representative in New York, since March 2021.

  • New YorkSince 29 March 2021

Examinations

Series 651 May 2013
Name
Uniform Investment Adviser Law Examination
Series 664 June 2010
Name
Uniform Combined State Law Examination
Series 719 March 2010
Name
General Securities Representative Examination

Key facts

Full name
Michael Henry Batnick
CRD
5753350
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
September 2013
Disciplinary history
Not yet shown here · SEC record
Firm bio
ritholtzwealth.com

Common questions

Where does Michael Batnick work?

Michael Batnick has been Managing Member of Ritholtz Wealth Management since October 2013, and is a control person of the firm.

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

Is Michael Batnick a financial advisor?

Yes. Michael Batnick 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 Michael Batnick have?

Michael Batnick has 13 years in the financial industry, since September 2013, across 2 adviser firms.

Source: IAPD individual record, checked 21 October 2026

What exams has Michael Batnick passed?

Michael Batnick has passed 3 licensing exams: the Series 7, Series 66 and Series 65. The earliest, the Series 7, was passed in March 2010.

Source: IAPD individual record, checked 21 October 2026

Where did Michael Batnick work before Ritholtz Wealth Management?

Before Ritholtz Wealth Management, Michael Batnick was registered through Fusion Analytics Investment Partners LLC, May 2013 to September 2013.

Source: IAPD individual record, checked 21 October 2026

Where is Michael Batnick based?

Michael Batnick’s registered office is in New York, NY.

Source: IAPD individual record, checked 21 October 2026

Is Michael Batnick registered with FINRA?

No. Michael Batnick has no current broker registration.

Source: IAPD individual record, checked 21 October 2026

Is Michael Batnick a CFA charterholder?

Ritholtz Wealth Management lists Michael Batnick with the CFA credential (“CFA®”) on its website. CFA Institute confirms certification status.

Source: Michael Batnick, CFA® biography, ritholtzwealth.com

How can I verify Michael Batnick’s record?

Search CRD 5753350 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Batnick’s full registration record.

Source: IAPD individual record, checked 21 October 2026

Leadership at Ritholtz Wealth Management

Sources

  1. IAPD individual record, CRD 5753350, 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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