Michelle N. Katzen
Professional summary
Michelle Nicole Katzen, CFP®, who also goes by Michelle Nicole Meacham, Michelle Meacham, is a registered financial advisor currently at RITHOLTZ WEALTH MANAGEMENT located in New York, New York.
Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Michelle has worked at 3 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michelle Nicole Katzen's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2017
Experience
July 14, 2023 - Present
RITHOLTZ WEALTH MANAGEMENT
Office #1: 24 West 40th Street 15th Floor, New York, NY 10018Office #2: 1230 Rosecrans Ave. Suite 610, Manhattan Beach, CA 90266January 10, 2022 - August 4, 2023
HCR WEALTH ADVISORS
August 17, 2017 - December 31, 2021
HCR WEALTH ADVISORS
September 26, 2008 - May 13, 2009
UBS FINANCIAL SERVICES INC.
September 8, 2008 - May 13, 2009
UBS FINANCIAL SERVICES INC.
Primary Firm SEC Registration
RITHOLTZ WEALTH MANAGEMENT
CRD#: 168652 / SEC#: 801-78479
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/14/2023)
Exams
Current Firm
RITHOLTZ WEALTH MANAGEMENT
CRD#: 168652 / SEC#: 801-78479
Contact information
SEC notice filing (48 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 11,801 |
| AUM (Assets Under Management) | $ 6,459,181,176 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 05/28/2025 | ||
| 04/10/2024 |
Red Flags
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