Stephanie Zodtner Baszner
Investment adviser representative at Ritholtz Wealth Management
10 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
10 years in the industry.
- Ritholtz Wealth ManagementJul 2023 to now
- The Vanguard Group, Inc.May 2016 to Jun 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 6653823
- Firm CRD
- 168652