Joseph Anthony Perna

Employer firm

Ritholtz Wealth Management CRD 168652

$9.42B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• GOOD ADVICE; LIFTOFF - AUTOMATED ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2014 → 08/2024
  Motley Fool Wealth Management, Llc
  Alexandria, VA
• 09/2020 → 08/2024
  Tmf Investments
  Alexandria, VA
• 08/2024 → 02/2026
  Compound Planning
  New York, NY
• 02/2026 → Present
  Ritholtz Wealth Management
  New York, NY

Previous Registrations

• 2024-08-09 → 2026-03-03
  Compound Planning, Inc.
  New York, NY
  Denver, CO
• 2014-11-24 → 2024-08-09
  Motley Fool Wealth Management, Llc
  Alexandria, VA
  Denver, CO
  Denver, CO
  Lakewood, CO
• 2012-01-03 → 2014-11-17
  Northwestern Mutual Investment Services, Llc
  Annapolis, MD
• 2009-06-01 → 2011-11-22
  Morgan Stanley
  Bethesda, MD
• 2008-02-22 → 2009-06-01
  Morgan Stanley & Co. Llc
  Bethesda, MD
• 2007-09-18 → 2008-03-03
  Citigroup Global Markets Inc.
  Bethesda, MD

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-11-13
• S66 Uniform Combined State Law Examination
  2007-09-10

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Joe Perna