Alan
Brockhaus
Ritholtz Wealth Management
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About this Advisor
Alan Brockhaus is a financial advisor based in New York, New York, working with Ritholtz Wealth Management. Alan has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, and Ritholtz Wealth Management. Alan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Louisiana. Currently, Alan is part of Ritholtz Wealth Management, which operates out of New York, New York. The firm has 13 offices and 60 employees. The firm manages assets totaling $4.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Ritholtz Wealth Management includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ritholtz Wealth Management Brokerage Details
$4,265,952,348
60
10,122
$421,454
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Alan Brockhaus Work History
Ritholtz Wealth Management
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of Alan Brockhaus to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ritholtz Wealth Management
Lansing, MI
New York, NY
New York, NY
Nashville, TN
New York, NY
New York, NY
New York, NY
New York, NY
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