Alia
Leiyn

Ritholtz Wealth Management

CRD#7163634
Investment Advisor
in New York, NY

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About this Advisor

Alia Leiyn is a financial advisor based in New York, New York with a total of 1 year of relevant experience. Leiyn is an employee of Ritholtz Wealth Management. Their career trajectory has included roles at Canterbury Consulting, Titan Capital Management, Georg Fischer, Nihon Kohden America, Wearable Imaging, Abercrombie & Fitch, California State University At Fullerton, Silverpeak Credit Partners, Capital Income Advisors and Ritholtz Wealth Management. Leiyn holds a Series 65 license, certifying them as an investment advisor representative, and can work in New York. Ritholtz Wealth Management is a financial advisory firm headquartered in New York, NY. It has offices in 15 locations and a total of 47 employees. It oversees $3 billion in assets under management across its 6,091 accounts, placing it among the largest financial advisory firms in the United States by assets under management. Of its 6,091 accounts, 30% are held by high-net-worth investors who have more than $1 million in investable assets. The firm 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 management vary depending on which service is offered. However, fee types charged by Ritholtz Wealth Management most likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

24 West 40Th Street 15Th Floor
New York, NY 10018

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Ritholtz Wealth Management Brokerage Details

Total Assets Under Management

$2,943,089,523

NY Average: $7,464,549,021
Total Number of Employees

47

NY Average: 88
Total Number of Accounts

6,091

NY Average: 3,892
Average Account Size

$483,187

NY Average: $1,917,921

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

Alia Leiyn Work History

Alia has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Ritholtz Wealth Management

2021 - 2022 (1 year)

Capital Income Advisors

2020 - 2021 (1 year)

Silverpeak Credit Partners

2018 - 2019 (1 year)

Canterbury Consulting

2017 - 2018 (1 year)

Titan Capital Management

2017 - 2017 (< 1 year)

Georg Fischer

2015 - 2015 (< 1 year)

Nihon Kohden America

2015 - 2015 (< 1 year)

Wearable Imaging

2015 - 2018 (3 years)

California State University At Fullerton

2012 - 2015 (3 years)

Abercrombie & Fitch

*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 Alia Leiyn 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

Matthew Lohrius
New York, NY
Margaret Duquesnay
New Orleans, LA
Kristopher Venne
New York, NY
Benjamin Coulthard
New York, NY
Alia Leiyn
New York, NY
Michael Batnick
New York, NY
Joel Fishman
New York, NY
Jack Seifert
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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