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Andrea Diltz

Ritholtz Wealth Management

New York, NY

Chicago, IL

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Current Employers
Ritholtz Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-12-01
  • IL RA
    APPROVED
    Since 2025-12-01

Branch Locations

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

1357 N Elston Ave 130, Chicago, IL 60642 • 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
Ritholtz Wealth Management New York NY 07/2024 Present
Cg Financial Services Williamston MI 09/2022 06/2024
Michigan State University East Lansing MI 07/2020 09/2022
Secondary Education Cassopolis MI 07/2015 07/2020
  • 07/2024 → Present
    Ritholtz Wealth Management
    New York, NY
  • 09/2022 → 06/2024
    Cg Financial Services
    Williamston, MI
  • 07/2020 → 09/2022
    Michigan State University
    East Lansing, MI
  • 07/2015 → 07/2020
    Secondary Education
    Cassopolis, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-01
  • S65 Uniform Investment Adviser Law Examination
    2025-12-01

View on SEC IAPD

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