Eric A Smith
Investment adviser representative at Ritholtz Wealth Management
12 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
12 years in the industry.
- Ritholtz Wealth ManagementAug 2026 to now
- Corient Services LLCJul 2023 to Jul 2026
- Cipw Service Company, LLCJan 2023 to Jul 2023
- CorientOct 2022 to Jul 2026
- BrightworthApr 2022 to Mar 2023
- Cetera Advisor NetworksAug 2021 to Apr 2022
- Carroll Financial Associates, Inc.Jul 2021 to Apr 2022
- Carroll FinancialMay 2020 to Aug 2020
- Virginia Tech Housing and Residence LifeAug 2018 to May 2020
- ValcomMay 2018 to Aug 2018
- Virginia TechAug 2017 to Jun 2021
- Cave Spring High SchoolAug 2014 to May 2017
- Miami Ice SnowconesMay 2014 to Aug 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 7263147
- Firm CRD
- 168652