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Skylar Shea Rush

Rothschild Investment LLC

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About Skylar Shea Rush

Skylar Rush is an investment advisor representative at Rothschild Investment LLC in Chicago, IL. Skylar is registered with FINRA, the Illinois Department of Financial and Professional Regulation, and the states of Indiana, Missouri, New York, North Carolina, and Virginia. Skylar has been in the securities industry since August 2020. Skylar has passed the Series 66, Series 7TO, and SIE exams. Previous to working at Rothschild Investment LLC, Skylar was an Investment Advisor Representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chicago, IL. Skylar is also a graduate of the University of North Carolina at Chapel Hill.

Firm Information

Skylar Rush is currently registered with Rothschild Investment LLC. Rothschild Investment LLC is an investment advisor registered with the SEC and in all 50 states. Formed in October 2022, the firm manages over $2 billion in assets for individuals, businesses, pension plans, charitable organizations, and high-net-worth clients. They offer a range of services, including portfolio management, pension consulting, and selection of other advisors. The firm has 20 investment adviser representatives and 25 registered representatives. Their main office is located in Chicago, Illinois.
Rothschild Investment LLC

311 SOUTH WACKER DRIVE

CHICAGO, IL 60606

$2.00B

Assets Under Management

80

Total Clients

23

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Skylar Rush’s Registration & Firm History

IL

04/24/2023 - Present

Rothschild Investment LLC (CHICAGO IL)

IL

07/31/2020 - 04/13/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 08/28/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/31/2020

Series 7TO - General Securities Representative Examination

BC

Issued 06/23/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Skylar Shea Rush.
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