Joel Craig Fishman

Current Employers

Ritholtz Wealth Management

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

Current Registrations

Authority	Category	Status	Date
WY	RA	APPROVED	2026-07-24

WY RA
APPROVED

Since 2026-07-24

Branch Locations

Jackson, WY • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond Yes
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ritholtz Wealth Management	New York	NY	11/2015	Present

11/2015 → Present

Ritholtz Wealth Management

New York, NY

Previous Registrations

2015-02-03 → 2015-11-11

Rosenbaum Financial

Portland, OR
2012-09-25 → 2015-05-05

Ameritas Investment Company, Llc

Portland, OR

Lincoln, NE
2011-12-19 → 2012-10-01

Sii Investments, Inc.

Portland, OR
2011-04-15 → 2011-12-31

Integrative Capital, Llc

Portland, OR
2011-01-13 → 2011-03-21

Paulson Investment Company Llc

Portland, OR

Other Businesses

1. Goldberg, LLC is the operating company that provides office space, supplies, electronic equipment, utilities, and more for our west coast operations. Joey is the managing member and sole owner 2. VFISHMAN RD, LLC; investment-related; Bend, OR; Member, Tax Partner ; 11/2022; VFISHMAN RD LLC provides consulting for agricultural and irrigation services companies. I oversee bookkeeping, tax reporting and filings, and other financial analysis. 3 Hours per month are devoted to this business. 0 Hours are devoted to this business during trading hours

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-01-12

S66 Uniform Combined State Law Examination

2011-01-12

Other Names

Joey Fishman

View on SEC IAPD