Joshua Morgan Brown

Current Employers

Employment History

• 09/2013 → Present
  Ritholtz Wealth Management
  New York, NY

Previous Registrations

• 2010-08-12 → 2013-09-26
  Fusion Analytics Investment Partners Llc
  Coral Springs, FL

Other Businesses

1. CNBC; investment related; 900 Sylvan Ave, Englewood Cliffs, NJ 07632; Fast Money, a television program about trading; contributor; 12 hours per month; 12 hours per month; cast member 2. Compound Media, Inc., partial owner, content marketing, not investment related, approximately 5 hours per month. 01/2019. 3. Clever Boy Industries LLC (reformedbroker.com); investment-related; Writer and blogger . 4. Diligence Fund; Outside Advisor-due diligence platform that connects advisors with emerging managers; May 2023; 1 per month. 5. Vestwell Holdings, Inc.; investment-related; Advisory board; 2/2021; 5 hours per month. 6. Securitize LLC; investment-related; Ownership interest in OnRamp Invest, LLC, a platform that hosts the RWM/WisdomTree Crypto Index Portfolio; 12/2021; 5 hours per month. 7. RWM Tax LLC; investment-related; Owner; Entity owned by RWM that provides Tax Planning Services; 05/2021; 0 hours per month. 8. Ritholtz Insurance LLC; investment-related; Entity owned by RWM that provides Fixed Insurance products; 3/2018; 0 hours per month. 9. Advisors Circle Inc.; investment-related; Owners; Partnership entity that owns shares of Advisors Circle, LLC, a Boston, MA entity manages trade shows and conferences for investment advisors; 8/2020; 0 hours per month. 10. Sweet Motion LLC; investment-related; Sweet Motion LLC makes small venture investments in small financial technology companies providing services to investment advisors. There have three been minority stake investments: (1) Yellowbrick Investing Inc. (2) Securitize, Inc. (F/k/a OnRamp) (3) Quartr AB ; 3/2021; 0 hours per month. 11. Virtus Investment Partners: investment-related; Paid by Virtus for packaging of related blog posts for their internal sales distribution, 3/2020; 5 hours per month. 12. Exhibit A for Advice LLC; investment-related; March 2025; Passive investor, entity that provides charts on the economy and the markets for license by investment professionals. 0 hours per month 13. AssetLink; investment-related; March 2025; Serves on advisory board of AssetLink, a client relationship AI-driven data platform that seamlessly connects asset managers and financial advisors for access to capital; 5 hours per month 14. FINNY; Serves on the advisory board of FINNY, an AI-powered prospecting and marketing platform built specifically for financial advisors. Our firm is not a user or a client of FINNY; 5 hours per week 15. Roundhill Financial, Inc.; investment-related; consultant; 05/2026; <5 hours per month

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-08-02
• S63 Uniform Securities Agent State Law Examination
  1997-10-28