Cameron K Rufus
Investment adviser representative at Ritholtz Wealth Management
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Ritholtz Wealth ManagementJul 2021 to now
- Northwestern MutualMay 2019 to Jul 2019
- Modern Woodmen of AmericaSep 2017 to Nov 2018
- Bowling Green State UniversityJun 2017 to May 2021
- ChipotleMay 2017 to Feb 2019
- Burger KingJul 2015 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 7052149
- Firm CRD
- 168652