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Benjamin Everitt Coulthard

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
MA RA APPROVED 2021-03-24
  • MA RA
    APPROVED
    Since 2021-03-24

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
State Street Global Advisors Boston MA 10/2015 01/2017
State Street Global Advisors Funds Distributors Llc Boston MA 10/2015 09/2019
State Street Global Advisors Trust Company Boston MA 01/2017 09/2019
Congress Wealth Management Boston MA 11/2019 Present
  • 10/2015 → 01/2017
    State Street Global Advisors
    Boston, MA
  • 10/2015 → 09/2019
    State Street Global Advisors Funds Distributors Llc
    Boston, MA
  • 01/2017 → 09/2019
    State Street Global Advisors Trust Company
    Boston, MA
  • 11/2019 → Present
    Congress Wealth Management
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-01-02
S63 Uniform Securities Agent State Law Examination 2014-08-08
  • S65 Uniform Investment Adviser Law Examination
    2021-01-02
  • S63 Uniform Securities Agent State Law Examination
    2014-08-08
Other Names
  • Benjamin Coulthard

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
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
LEEDS EQUITY PARTNERS · NEW YORK, NY

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