Eric John Zipfel
Investment adviser representative at Ritholtz Wealth Management
16 yearsExperience
1 stateRegistered in
$9.4BFirm assets
13 yearsFirm in business
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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
16 years in the industry.
- Ritholtz Wealth ManagementMar 2023 to now
- Kestra Advisory Services, LLCApr 2016 to Mar 2023
- Kestra Investment Services, LLCAug 2011 to Mar 2023
- Beacon Financial GroupMar 2010 to Mar 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 3204894
- Firm CRD
- 168652