Alexander
Palumbo
Ritholtz Wealth Management
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About this Advisor
Alexander Palumbo is a certified financial planner based in New York, New York with a total of 7 years of industry experience. Palumbo works at Ritholtz Wealth Management. The advisor has gained experience at Penn State University, Newspaper National Network, Mega Pumps, Ing Financial Partners, Inc, Mc Adam Financial Group, Purshe Kaplan Sterling Investments and Mcadam LLC. Palumbo has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in New York and Virginia. Ritholtz Wealth Management is a company that has its headquarters in New York, NY. The investment advisory business has offices in 15 locations and a total of 47 employees. It has $3 billion in assets between its 6,091 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 6,091 customer accounts, 30% belong to high-net-worth clients who have at least $1 million in assets available to invest. Ritholtz Wealth Management offers a number of services, including 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. Fees for financial advisory services largely vary depending on which services are offered. However, fees billed by Ritholtz Wealth Management can consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ritholtz Wealth Management Brokerage Details
$2,943,089,523
47
6,091
$483,187
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
Alexander Palumbo Work History
Alexander has been registered as a financial advisor for 7 years.*
Purshe Kaplan Sterling Investments
Mcadam LLC
Ing Financial Partners, Inc
Mc Adam Financial Group
Newspaper National Network
Mega Pumps
Penn State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alexander Palumbo 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
New York, NY
New York, NY
New Orleans, LA
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
