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Patrick Kern Haley

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
RI RA APPROVED 2025-06-13
  • RI RA
    APPROVED
    Since 2025-06-13

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
Ritholtz Wealth Management New York NY 03/2014 Present
Previous Registrations
Other Businesses

1. The Pennfield School; not investment related; 110 Sandy Point Avenue Portsmouth RI 02871; Start Date: 4/2017; Position: Advisory Board Member 2. Residential Rental Property; Arlington VA; joint owner; 8/15/2003; residential real estate; property manager in place

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-10-17
  • S66 Uniform Combined State Law Examination
    2005-10-17
Designations

View on SEC IAPD

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