Ethan Michael Schmidt
Investment adviser representative at Rothschild Wealth LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.7BFirm assets
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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 feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Rothschild Investment, LLCSep 2024 to now
- Rothschild Wealth LLCJul 2024 to now
- UnemployedApr 2024 to Jun 2024
- Alphacore Capital LLCApr 2023 to Mar 2024
- Catalyst Wealth ManagementOct 2019 to Mar 2023
- Schmidt Financial GroupAug 2019 to Mar 2023
- The Leaders Group, Inc.Aug 2019 to Mar 2023
- Bank of America, N.A.Oct 2016 to Jul 2019
- Merrill Lynch, Pierce, Fenner & Smith, Inc.Aug 2016 to Jul 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (IL).
Rothschild Wealth LLC
$1.7BAssets managed
3,656Clients
28Advisers
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
- 6694002
- Firm CRD
- 162442