Leonard Daniel Rodman
Investment adviser representative at Rothschild Capital Partners
10 yearsExperience
7 statesRegistered in
$469.7MFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Rothschild Capital PartnersMay 2011 to now
- Vitruvia Consulting CorporationDec 2019 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 7 states (DC, FL, IL, MD, NJ, NY, VA).
Rothschild Capital Partners
Legal name: Rothschild Capital Partners, LLC
$469.7MAssets managed
70Clients
5Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4177289
- Firm CRD
- 161688