Kathleen Marie Ritchie
Investment adviser representative at Drucker Wealth
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$891.2MFirm 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
Experience
17 years in the industry.
- Drucker WealthFeb 2025 to now
- Purshe Kaplan Sterling InvestmentsFeb 2025 to now
- Hornor Townsend & Kent IncOct 2009 to Feb 2025
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
- Series 63 · Uniform Securities Agent State Law2010
State registrations
Registered as an investment adviser representative in 1 state (NY).
Drucker Wealth
Legal name: Drucker Wealth 3.0, LLC
$891.2MAssets managed
614Clients
5Advisers
2 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
- 3236470
- Firm CRD
- 328909