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Evan David Rothschild

Adero Partners, LLC

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About Evan David Rothschild

Evan Rothschild is an investment advisor representative at Adero Partners, LLC. Evan has been in the financial industry for over 11 years, and has experience working at Morgan Stanley and Morris Rothschild Capital. Evan is registered with the state of California and holds the Series 66, Series 7, and SIE exams. Evan is a Certified Financial Planner and a Chartered Financial Analyst. Evan specializes in providing financial planning, insurance solutions, cash management solutions, and portfolio management for individuals. Evan has experience working with a wide range of clients, including high net worth individuals, charitable organizations, corporations or other businesses, and pension and profit sharing plans.

Firm Information

Evan Rothschild is currently registered with Adero Partners, LLC. Adero Partners, LLC is a registered investment advisor headquartered in Walnut Creek, CA. They provide financial planning, portfolio management for individuals, selection of other advisors, and insurance and cash management solutions. The firm manages over $4 billion in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans.
Adero Partners, LLC

1646 N. CALIFORNIA BLVD.

WALNUT CREEK, CA 94596

$4.04B

Assets Under Management

Not reported

Total Clients

24

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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insurance solutions, cash management solutions

Insurance solutions, cash management solutions

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Revenue sharing with our affiliate, focus risk solutions

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Evan Rothschild’s Registration & Firm History

CA

11/17/2020 - Present

Adero Partners, LLC (WALNUT CREEK CA)

CA

05/01/2017 - 11/19/2020

MORGAN STANLEY (Menlo Park CA)

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Licenses & Designations

BOTH

Issued 05/17/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/01/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Evan David Rothschild.
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