Trevor Charles Batt
Investment adviser representative at Ritholtz Wealth Management
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$9.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Ritholtz Wealth ManagementApr 2025 to now
- Defense Information Systems AgencyMar 2024 to Mar 2025
- Cardinal Financial Planning, LLCSep 2019 to Apr 2025
- Creative It, LLCSep 2018 to Mar 2024
- Indigenous Technologies, LLCSep 2018 to Mar 2024
- Alphastar Capital Management, LLCJul 2018 to Sep 2019
- Integrated Finance & Accounting Solutions, LLCApr 2018 to Sep 2018
- Trevor Batt, LLCJan 2016 to Jul 2018
- Macro Solutions, Inc.Apr 2014 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (VA).
Ritholtz Wealth Management
$9.4BAssets managed
4,221Clients
57Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2919438
- Firm CRD
- 168652