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Kristopher Pierre Venne

Investment adviser representative at Ritholtz Wealth Management
13 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

13 years in the industry.

  1. Rwm Insurance Services, LLCMar 2018 to now
  2. Ritholtz Wealth ManagementSep 2013 to now

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2008

State registrations

Registered as an investment adviser representative in 1 state (NY).

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
5481478
Firm CRD
168652
Advisor's SEC record (opens in a new tab)
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