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Matthew James Lohrius

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
CT RA APPROVED 2025-05-23
  • CT RA
    APPROVED
    Since 2025-05-23

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
J.P. Morgan Securities Llc New York NY 06/2015 12/2016
Jpmorgan Chase Bank Na New York NY 06/2015 12/2016
American Portfolios Financial Services, Inc. Holbrook NY 01/2017 12/2017
Ritholtz Wealth Management New York NY 02/2018 Present
  • 06/2015 → 12/2016
    J.P. Morgan Securities Llc
    New York, NY
  • 06/2015 → 12/2016
    Jpmorgan Chase Bank Na
    New York, NY
  • 01/2017 → 12/2017
    American Portfolios Financial Services, Inc.
    Holbrook, NY
  • 02/2018 → Present
    Ritholtz Wealth Management
    New York, NY
Previous Registrations
  • 2017-01-11 → 2017-12-31
    American Portfolios Advisors, Inc
    Holbrook, NY
Other Businesses

PLAYS DRUMS IN A BAND CALLED, "SOMETHIN FRESH" START DATE 6/2016. 15 HOURS DEVOTED PER MONTH.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-01-05
S63 Uniform Securities Agent State Law Examination 2013-12-05
  • S65 Uniform Investment Adviser Law Examination
    2017-01-05
  • S63 Uniform Securities Agent State Law Examination
    2013-12-05
Designations
Other Names
  • Matt James Lohrius
  • Matt James Lohrius
  • Matthew J Lohrius

View on SEC IAPD

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STEPHANIE LYNN FAGENSON
Ross Gladstone
Logan Stephen Michals
JONATHAN HARRY SIEGEL
HAL WILLIAM BROWN
RICCARDO MARIA RAINIERI
TEDDY LELLOS

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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