Nicholas
Rubnitz
Rothschild Investment LLC
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About this Advisor
Nicholas Rubnitz is a financial advisor working out of Chicago, Illinois with a total of 1 year of industry experience. Rubnitz works at Rothschild Investment LLC. During their career, the advisor has held roles at Wicresoft, Morgan Stanley, Butler University, Francis W Parker School, Urban Oasis, Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC. Rubnitz holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in California, Connecticut, Illinois and Indiana. Rothschild Investment LLC is a financial advisory company operating out of Chicago, IL. It manages $2 billion in total assets among its 1,996 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides services to 11 charitable organizations. Of its 1,996 customer accounts, 19% are held by high-net-worth clients who have at least $1 million in assets available to invest. Rothschild Investment LLC performs a diverse assortment of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees usually depend on which services the firm provides the client. Fee types charged by Rothschild Investment LLC may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rothschild Investment LLC Brokerage Details
$1,633,189,446
40
1,996
$818,231
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
Nicholas Rubnitz Work History
Nicholas has been registered as a financial advisor for 1 years.*
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Morgan Stanley
Wicresoft
Urban Oasis
Butler University
Francis W Parker School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nicholas Rubnitz 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
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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