Stephen RothschildCRD Number: 405767
Current Firm: Valmark Advisers, Inc.
Stephen Rothschild (CRD# 405767) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Saint Louis, MO and has over 37 years of experience in the finance industry.
Cutter & Company, Inc.
Moneta Group Investment Advisors, LLC
Cetera Investment Advisers LLC
|Valmark Advisers, Inc.||Akron, OH||Jan 2007 - Current||15|
|Valmark Securities, Inc.||Beachwood, OH||Sep 2002 - Current||19|
|Fred Sale Agency,inc.||St Louis, MO||Dec 1972 - Current||49|
|M21 Consulting||Scottsdale, AZ||Aug 2009 - Dec 2014||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1984|
Total Assets Under Management7,506MILLIONS
Total Number of Accounts13,514ACCOUNTS
Average Account Value$555,441
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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