Matthew J. Lohrius
Professional summary
Matthew James Lohrius, CFP®, who also goes by Matt James Lohrius, Matthew J Lohrius, is a registered financial advisor currently at RITHOLTZ WEALTH MANAGEMENT located in New York, New York.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Matthew has worked at 5 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 Matthew James Lohrius's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2019
Experience
February 8, 2018 - Present
RITHOLTZ WEALTH MANAGEMENT
Office #1: 24 West 40th Street 15th Floor, New York, NY 10018January 11, 2017 - December 31, 2017
AMERICAN PORTFOLIOS ADVISORS, INC
January 3, 2017 - December 31, 2017
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
June 26, 2015 - January 4, 2017
J.P. MORGAN SECURITIES LLC
November 25, 2013 - February 2, 2015
VANGUARD MARKETING CORPORATION
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
(5/23/2025)
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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