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Matthew D Papandrea

Investment Adviser Representative at RITHOLTZ WEALTH MANAGEMENT

Charlotte, NCCRD #5582435Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
18 yrs
States Registered
1 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
North Carolina
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 9/17/2008
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 8/17/2011
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 9/8/2008

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0125
Asset tierAnnual rate
Up to $1,999,9991.25%
$2,000,000 to $2,999,9991.00%
$3,000,000 to $4,999,9990.85%
$5,000,000 to $9,999,9990.75%
$10,000,000 to $19,999,9990.65%
$20,000,000 to $49,999,9990.45%
Over $49,999,9990.35%
Source

Ritholtz Wealth Management Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

RITHOLTZ WEALTH MANAGEMENTCurrent
2/23/2022Charlotte, NC
VANGUARD ADVISERS, INC.
8/30/20162/24/2022Charlotte, NC

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew D Papandrea has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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