Benjamin Michael Packer
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 ManagementJan 2025 to now
- Charles Schwab & Co., Inc.Jun 2023 to Jan 2025
- UnemployedMay 2023 to Jun 2023
- Column Capital AdvisorsJan 2023 to Apr 2023
- Full-time EducationAug 2022 to Dec 2022
- Full-time EducationSep 2021 to May 2022
- Gurnee Public WorksJun 2021 to Aug 2021
- DawgdealsJan 2021 to May 2021
- Full-time EducationSep 2019 to Dec 2020
- Knox & SchneiderJun 2018 to Aug 2019
- Full-time EducationSep 2015 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7538171
- Firm CRD
- 168652