This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

RITHOLTZ WEALTH MANAGEMENT

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 25, 2008earliest registration or exam on IAPD

Years in industry

17derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Sep 25, 2008

First registration

Sep 26, 2008

Dual registered

no

Other names

MICHELLE MEACHAM|MICHELLE NICOLE MEACHAM

IAPD individual key

5572969

• Occurred

  Aug 4, 2023
  Advisor changed firm

  Michelle Nicole Katzen left Hcr Wealth Advisors for Ritholtz Wealth Management (registered 2023-07-14)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a36d6213-e48f-84d4-ddf2-618186924ef1

First observed

Sep 26, 2008

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.