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Dylan Kluender

Ritholtz Wealth Management

New York, NY

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Current Employers
Ritholtz Wealth Management

24 West 40Th Street 15Th Floor, New York, NY 10018 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-03-29
  • NY RA
    APPROVED
    Since 2021-03-29

Branch Locations

24 West 40Th Street 15Th Floor, New York, NY 10018 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kennan Ash, Llc. New York City NY 05/2014 07/2017
Ameriprise Financial Services, Inc. Smithtown NY 08/2017 05/2019
Ritholtz Wealth Management New York NY 06/2019 Present
  • 05/2014 → 07/2017
    Kennan Ash, Llc.
    New York City, NY
  • 08/2017 → 05/2019
    Ameriprise Financial Services, Inc.
    Smithtown, NY
  • 06/2019 → Present
    Ritholtz Wealth Management
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-11
S63 Uniform Securities Agent State Law Examination 2015-09-18
  • S66 Uniform Combined State Law Examination
    2017-08-11
  • S63 Uniform Securities Agent State Law Examination
    2015-09-18
Other Names
  • Dylan Kluender
  • Dylan J Kluender

View on SEC IAPD

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P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
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