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Elijah L Rothschild

Investment adviser representative at Morgan Stanley
11 yearsExperience
2 statesRegistered in
$2TFirm assets
17 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 assetsFixed or flat feeCommissionsPerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

11 years in the industry.

  1. Morgan Stanley Private Bank, N.AJan 2024 to now
  2. Morgan StanleyJul 2023 to now
  3. Fti ConsultingAug 2021 to Jun 2023
  4. Morgan StanleyJun 2021 to Aug 2021
  5. Indiana UniversitySep 2020 to Jun 2021
  6. Fti ConsultingJun 2020 to Aug 2020
  7. Indiana UniversityAug 2019 to Jun 2020
  8. Morgan StanleyJun 2019 to Aug 2019
  9. Indiana UniversityAug 2018 to Jun 2019
  10. Morgan StanleySep 2017 to Aug 2018
  11. Morgan StanleyNov 2016 to Aug 2017
  12. StudentAug 2015 to Nov 2016

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 2 states (IL, TX).

Morgan Stanley

Legal name: Morgan Stanley Smith Barney LLC

$2TAssets managed
2,703,720Clients
23,165Advisers
17 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
6726514
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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