Benjamin Everitt Coulthard
Investment adviser representative at Ritholtz Wealth Management
11 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
11 years in the industry.
- Ritholtz Wealth ManagementMar 2021 to now
- Congress Wealth ManagementNov 2019 to now
- State Street Global Advisors Trust CompanyJan 2017 to Sep 2019
- State Street Global Advisors Funds Distributors LLCOct 2015 to Sep 2019
- State Street Global AdvisorsOct 2015 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 6238127
- Firm CRD
- 168652