David
Dickman
Rothschild Investment LLC
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About this Advisor
David Dickman is a financial advisor based in Chicago, Illinois, working with Rothschild Investment LLC. David has previously held positions at Jpmorgan Securities LLC, Jpmorgan Chase Bank Na, Indiana University, Phi Gamma Delta, Valeo Financial Advisors, Usa Fireworks, Cater Lee Probuild, J.P. Morgan, and Rothschild Investment Corporation. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, David is part of Rothschild Investment LLC, which operates out of Chicago, Illinois. The firm has 40 employees and manages assets totaling $2.0 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Rothschild Investment LLC includes asset-based, hourly, fixed, commission-based, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Rothschild Investment LLC Brokerage Details
$2,001,729,602
40
2,211
$905,350
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
David Dickman Work History
Rothschild Investment Corporation
Jpmorgan Securities LLC
Jpmorgan Chase Bank Na
Phi Gamma Delta
J.P. Morgan
Valeo Financial Advisors
Usa Fireworks
Indiana University
Cater Lee Probuild
Disclosures
Please visit the SEC profile of David Dickman 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 Rothschild Investment Corporation
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
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