Daniel Craig Baxter

Employer firm

Ritholtz Wealth Management CRD 168652

$9.42B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• GOOD ADVICE; LIFTOFF - AUTOMATED ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2022 → 11/2024
  The Vanguard Group, Inc
  Malvern, PA
• 06/2017 → 10/2022
  Trek Bicycle Company Valley Forge
  Wayne, PA
• 08/2011 → 06/2017
  Bikeline Of Exton
  Exton, PA
• 09/2014 → 05/2017
  Delaware County Community College
  Media, PA
• 11/2024 → Present
  Ritholtz Wealth Management
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-21
• S63 Uniform Securities Agent State Law Examination
  2023-01-27

Other Names

• Daniel Baxter