Adam Michael Day
Investment adviser representative at Ritholtz Wealth Management
15 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
15 years in the industry.
- Ritholtz Wealth ManagementDec 2023 to now
- Wealthquest Corp.Jan 2018 to Dec 2023
- Northwestern Mutual Wealth Management CompanyJan 2016 to Jan 2018
- Northwestern Mutual Investment Services, LLCMay 2011 to Jan 2018
- Northwestern Mutual Life Insurance CompanyMay 2011 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 5907704
- Firm CRD
- 168652