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Current Employers
Ritholtz Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-06
  • NY RA
    APPROVED
    Since 2021-06-06

Branch Locations

Stony Brook, NY • United States

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&W Seligman & Co Incorp New York NY 01/1997 Present
Seligman Advisors, Inc. New York NY 02/1997 Present
Ritholtz Wealth Management New York NY 11/2015 Present
Realsmartica, Inc. Stony Brook NY 06/2010 Present
  • 01/1997 → Present
    J&W Seligman & Co Incorp
    New York, NY
  • 02/1997 → Present
    Seligman Advisors, Inc.
    New York, NY
  • 11/2015 → Present
    New York, NY
  • 06/2010 → Present
    Realsmartica, Inc.
    Stony Brook, NY
Other Businesses

1.RealSmartica, Inc. 2.Investment-Related 3.8 North Rd., Stony Brook, NY 4.Focuses on education on financial matters such as budgeting, wealth building strategies and college selection/funding. Owner/President 5.06/2006 6.20% of her time 7.Up to 20% of her time 8.Includes freelance writing, publishing and providing educational or investment-related research articles and/or newsletters to non-investment management clients.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-08-26
  • S65 Uniform Investment Adviser Law Examination
    2008-08-26
Other Names
  • Dinamarie Rose Grasso
  • Dinamarie R Grasso

View on SEC IAPD

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