Benjamin E. Coulthard
Professional summary
Benjamin Everitt Coulthard, CFP®, who also goes by Benjamin Coulthard, is a registered financial advisor currently at RITHOLTZ WEALTH MANAGEMENT located in New York, New York.
Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Benjamin has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Everitt Coulthard's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 1, 2021 - Present
RITHOLTZ WEALTH MANAGEMENT
Office #1: 24 West 40th Street 15th Floor, New York, NY 10018November 11, 2015 - September 18, 2019
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
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
(3/24/2021)
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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