Evan
Rothschild
Adero Partners, LLC
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About this Advisor
Evan Rothschild is a financial advisor based in Pleasanton, California, working with Adero Partners, LLC. Evan has previously held positions at Morris Rothschild Capital, Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, N.A, and Adero Partners, LLC. Evan has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Evan is part of Adero Partners, LLC, which operates out of Pleasanton, California. The firm has 24 offices and 51 employees. The firm manages assets totaling $4.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Adero Partners, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Adero Partners, LLC Brokerage Details
$4,035,668,036
51
3,511
$1,149,435
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Evan Rothschild Work History
Adero Partners, LLC
Morgan Stanley Smith Barney LLC
Morgan Stanley Private Bank, N.A
Morris Rothschild Capital
Disclosures
Please visit the SEC profile of Evan Rothschild to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Adero Partners, LLC
Beaverton, OR
Denver, CO
San Jose, CA
Orinda, CA
San Francisco, CA
Pleasanton, CA
San Francisco, CA
Pleasanton, CA
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