Matthew
Papandrea
Ritholtz Wealth Management
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About this Advisor
Matthew Papandrea is a certified financial planner operating in New York, New York with a total of 1 year of industry experience. Papandrea currently works for Ritholtz Wealth Management. They have spent their complete time as a financial advisor at Ritholtz Wealth Management. Papandrea maintains a Series 63 license, certifying them as a securities representative, and is approved to serve investors in North Carolina. Ritholtz Wealth Management is a financial advisory firm that has its headquarters in New York, NY. It has offices in 15 locations and a total of 47 people on staff. It administers $3 billion in assets under management among its 6,091 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Of its 6,091 customer accounts, 30% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The firm performs a wide set of services, such as 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. Financial advisory fee schedules typically vary depending on which services the firm provides the client. Fee types charged by Ritholtz Wealth Management can include some 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
Matthew Papandrea Work History
Matthew has been registered as a financial advisor for 1 years.*
The Vanguard Group, Inc
*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 Matthew Papandrea 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 Orleans, LA
New York, NY
New York, NY
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.
